WKSWA

White Knight Strategic Wealth Advisors Portfolio holdings

AUM $118M
1-Year Est. Return 28.25%
This Quarter Est. Return
1 Year Est. Return
+28.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$5.92M
3
+$5.22M
4
AAPL icon
Apple
AAPL
+$4.78M
5
TSLA icon
Tesla
TSLA
+$4.38M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.17%
2 Technology 18.06%
3 Consumer Discretionary 13.58%
4 Healthcare 9.15%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13M 13.57%
+43,404
2
$5.92M 6.19%
+35,480
3
$5.22M 5.46%
+30,520
4
$4.78M 5%
+26,930
5
$4.38M 4.58%
+12,441
6
$3.67M 3.84%
+124,880
7
$3.07M 3.21%
+21,200
8
$2.82M 2.94%
+8,374
9
$2.68M 2.8%
+35,160
10
$2.51M 2.63%
+21,205
11
$2.36M 2.47%
+54,898
12
$2.24M 2.35%
+15,500
13
$1.89M 1.98%
+19,979
14
$1.89M 1.97%
+26,230
15
$1.88M 1.96%
+70,011
16
$1.74M 1.82%
+5,184
17
$1.73M 1.81%
+5,394
18
$1.69M 1.77%
+13,076
19
$1.45M 1.52%
+1,076
20
$1.4M 1.47%
+8,682
21
$1.35M 1.41%
+31,501
22
$1.28M 1.33%
+5,888
23
$1.27M 1.33%
+11,105
24
$1.24M 1.3%
+2,993
25
$1.15M 1.2%
+9,365
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