WKSWA

White Knight Strategic Wealth Advisors Portfolio holdings

AUM $127M
1-Year Est. Return 33.47%
This Quarter Est. Return
1 Year Est. Return
+33.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$6.88M
3
+$5.75M
4
AAPL icon
Apple
AAPL
+$5.44M
5
AMZN icon
Amazon
AMZN
+$5.4M

Top Sells

1
+$256K
2
+$231K
3
+$145K
4
GPN icon
Global Payments
GPN
+$50.7K
5
MMM icon
3M
MMM
+$11.6K

Sector Composition

1 Financials 22.67%
2 Technology 18.27%
3 Consumer Discretionary 12.44%
4 Healthcare 6%
5 Communication Services 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$284K 0.12%
+600
102
$253K 0.11%
+1,662
103
$252K 0.11%
+904
104
$248K 0.1%
4,376
-2,572
105
$235K 0.1%
1,820
-90
106
$234K 0.1%
+6,300
107
$224K 0.09%
+1,130
108
$218K 0.09%
+1,490
109
$204K 0.09%
+600
110
– –
-11,083
111
– –
-1,164
1 2 3 4
5