WKSWA
White Knight Strategic Wealth Advisors Portfolio holdings
AUM
$118M
This Quarter Return
+10.75%
1 Year Return
+28.25%
3 Year Return
+111.52%
5 Year Return
–
10 Year Return
–
AUM
$86.9M
AUM Growth
+$86.9M
(+15%)
Cap. Flow
+$3.66M
Cap. Flow
% of AUM
4.22%
Top 10 Holdings %
Top 10 Hldgs %
53.68%
Holding
74
New
13
Increased
18
Reduced
35
Closed
1
Top Buys
1 |
Invesco S&P 500 GARP ETF
SPGP
|
$711K |
2 |
Devon Energy
DVN
|
$615K |
3 |
Sociedad Química y Minera de Chile
SQM
|
$518K |
4 |
Schwab US Dividend Equity ETF
SCHD
|
$465K |
5 |
Pacer US Cash Cows 100 ETF
COWZ
|
$410K |
Top Sells
1 |
NVIDIA
NVDA
|
$520K |
2 |
Amazon
AMZN
|
$278K |
3 |
Tyson Foods
TSN
|
$255K |
4 |
Schwab US Mid-Cap ETF
SCHM
|
$249K |
5 |
Pfizer
PFE
|
$203K |
Sector Composition
1 | Financials | 24.75% |
2 | Technology | 16.93% |
3 | Consumer Discretionary | 12.02% |
4 | Healthcare | 10.01% |
5 | Communication Services | 5.52% |