WKSWA

White Knight Strategic Wealth Advisors Portfolio holdings

AUM $119M
1-Year Est. Return 24.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$939K
2 +$736K
3 +$612K
4
ADBE icon
Adobe
ADBE
+$530K
5
VZ icon
Verizon
VZ
+$519K

Top Sells

1 +$422K
2 +$327K
3 +$276K
4
ASML icon
ASML
ASML
+$270K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$262K

Sector Composition

1 Financials 21.39%
2 Technology 20.38%
3 Consumer Discretionary 12.07%
4 Communication Services 8.42%
5 Healthcare 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BTC
101
Grayscale Bitcoin Mini Trust ETF
BTC
$3.89B
-4,689
XYZ
102
Block Inc
XYZ
$45.1B
-3,819