WKSWA
White Knight Strategic Wealth Advisors Portfolio holdings
AUM
$118M
1-Year Est. Return
28.25%
1 Year Est. Return
+28.25%
AUM
$109M
AUM Growth
-$130M
(-55%)
Holding
110
Top Sells
| 1 | +$23.8M | |
| 2 | +$5.27M | |
| 3 | +$4.95M | |
| 4 |
Apple
AAPL
|
+$4.9M |
| 5 |
Bitwise Bitcoin ETF
BITB
|
+$4.77M |
Sector Composition
| 1 | Financials | 26.97% |
| 2 | Technology | 17.5% |
| 3 | Consumer Discretionary | 10.62% |
| 4 | Healthcare | 6.63% |
| 5 | Communication Services | 5.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Schwab US Mid-Cap ETF
SCHM
$13.4B
| – | – |
-19,708
|
|
||
102
Shopify
SHOP
$205B
| – | – |
-3,300
|
|
||
103
Sherwin-Williams
SHW
$82.2B
| – | – |
-600
|
|
||
104
TSMC
TSM
$1.54T
| – | – |
-1,582
|
|
||
105
Unilever
UL
$154B
| – | – |
-6,410
|
|
||
106
Union Pacific
UNP
$135B
| – | – |
-1,354
|
|
||
107
Vanguard Small-Cap Value ETF
VBR
$30.9B
| – | – |
-1,130
|
|
||
108
XPO
XPO
$15.1B
| – | – |
-2,906
|
|
||
|
BTC
109
Grayscale Bitcoin Mini Trust ETF
BTC
$4.65B
| – | – |
-9,496
|
|
||
110
Invesco QQQ Trust
QQQ
$382B
| – | – |
-1,428
|
|