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
$92.5M
AUM Growth
-$3.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$659K
3
+$497K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$434K
5
PLTR icon
Palantir
PLTR
+$152K

Top Sells

1
+$484K
2
+$359K
3
+$222K
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$211K
5
BA icon
Boeing
BA
+$205K

Sector Composition

1 Financials 22.03%
2 Technology 16.91%
3 Consumer Discretionary 13.37%
4 Healthcare 9.4%
5 Communication Services 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.3M 16.55%
43,369
-35
2
$5.78M 6.25%
35,460
-20
3
$5.42M 5.87%
30,609
+89
4
$4.7M 5.09%
26,935
+5
5
$4.32M 4.67%
12,030
-411
6
$3.44M 3.73%
126,260
+1,380
7
$3.02M 3.26%
21,680
+480
8
$2.7M 2.92%
8,745
+371
9
$2.54M 2.75%
33,997
-1,163
10
$2.17M 2.34%
15,500
11
$2.16M 2.34%
4,787
+3,206
12
$1.84M 1.99%
43,458
-11,440
13
$1.75M 1.89%
69,297
-714
14
$1.73M 1.87%
19,841
-1,364
15
$1.71M 1.85%
13,457
+381
16
$1.63M 1.76%
15,128
+4,023
17
$1.55M 1.67%
5,383
-11
18
$1.41M 1.52%
21,268
+1,289
19
$1.4M 1.51%
1,173
+97
20
$1.36M 1.47%
6,133
+245
21
$1.31M 1.42%
24,450
-1,780
22
$1.19M 1.28%
2,685
-130
23
$1.18M 1.28%
8,706
+24
24
$1.12M 1.21%
5,049
-135
25
$1.09M 1.18%
33,256
+1,755
1
2 3