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
$79.6M
AUM Growth
+$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$530K
2
+$329K
3
+$268K
4
CRM icon
Salesforce
CRM
+$268K
5
MMM icon
3M
MMM
+$257K

Top Sells

1
+$921K
2
+$518K
3
+$465K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$328K
5
XMPT icon
VanEck CEF Muni Income ETF
XMPT
+$301K

Sector Composition

1 Financials 23.48%
2 Technology 17.95%
3 Consumer Discretionary 12.04%
4 Healthcare 10.69%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.9M 17.5%
45,115
+260
2
$4.65M 5.84%
29,990
+331
3
$4.23M 5.31%
25,636
-769
4
$3.87M 4.87%
37,501
+1,735
5
$3.25M 4.08%
15,647
+2,553
6
$2.86M 3.59%
9,919
+535
7
$2.75M 3.46%
99,100
-33,160
8
$2.57M 3.23%
24,805
+1,115
9
$2.37M 2.98%
32,149
-1,878
10
$2.18M 2.74%
5,326
-702
11
$1.81M 2.28%
18,753
-182
12
$1.63M 2.05%
1,235
-32
13
$1.61M 2.03%
15,515
14
$1.53M 1.92%
17,416
+1,660
15
$1.5M 1.88%
37,071
+153
16
$1.48M 1.85%
5,914
-30
17
$1.36M 1.71%
6,031
-100
18
$1.31M 1.64%
24,680
-300
19
$1.24M 1.56%
51,027
-5,025
20
$1.23M 1.55%
54,501
-14,514
21
$1.11M 1.4%
34,728
-1,811
22
$940K 1.18%
23,405
-2,702
23
$881K 1.11%
16,441
-1,254
24
$838K 1.05%
2,841
-93
25
$798K 1%
1,689
-296
1
2 3 4