WKSWA
White Knight Strategic Wealth Advisors Portfolio holdings
AUM
$118M
This Quarter Return
+14.68%
1 Year Return
+28.25%
3 Year Return
+111.52%
5 Year Return
–
10 Year Return
–
AUM
$79.6M
AUM Growth
+$79.6M
(+9.3%)
Cap. Flow
-$1.39M
Cap. Flow
% of AUM
-1.75%
Top 10 Holdings %
Top 10 Hldgs %
53.6%
Holding
78
New
9
Increased
22
Reduced
37
Closed
4
Top Buys
1 |
Tesla
TSLA
|
$530K |
2 |
Baxter International
BAX
|
$329K |
3 |
Clorox
CLX
|
$268K |
4 |
Salesforce
CRM
|
$268K |
5 |
3M
MMM
|
$257K |
Top Sells
1 |
NVIDIA
NVDA
|
$921K |
2 |
Meta Platforms (Facebook)
META
|
$518K |
3 |
Innovator US Equity Ultra Buffer ETF March
UMAR
|
$465K |
4 |
Schwab US Mid-Cap ETF
SCHM
|
$328K |
5 |
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% |