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
$100M
AUM Growth
+$4.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$749K
2
+$414K
3
+$413K
4
IBM icon
IBM
IBM
+$288K
5
BMY icon
Bristol-Myers Squibb
BMY
+$288K

Top Sells

1
+$419K
2
+$272K
3
+$246K
4
ADSK icon
Autodesk
ADSK
+$217K
5
QCOM icon
Qualcomm
QCOM
+$208K

Sector Composition

1 Financials 23.26%
2 Technology 18.68%
3 Consumer Discretionary 10.75%
4 Healthcare 8.59%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.1M 18.1%
44,607
+45
2
$5.99M 5.97%
48,470
+190
3
$5.15M 5.13%
26,634
-377
4
$4.72M 4.71%
22,416
+70
5
$4.28M 4.27%
29,275
+40
6
$3.65M 3.64%
8,159
-92
7
$3.36M 3.35%
16,968
+529
8
$3.15M 3.15%
17,313
-412
9
$3.05M 3.04%
93,153
+12,664
10
$2.64M 2.63%
30,472
-594
11
$2.49M 2.48%
13,575
-110
12
$2.21M 2.21%
85,377
+2,412
13
$2.05M 2.05%
16,571
14
$1.82M 1.81%
17,047
-1,922
15
$1.76M 1.76%
4,710
-204
16
$1.75M 1.75%
16,430
17
$1.7M 1.69%
3,116
-223
18
$1.49M 1.49%
14,537
+471
19
$1.42M 1.42%
5,422
-65
20
$1.41M 1.4%
25,803
+1,357
21
$1.39M 1.39%
846
-23
22
$1.29M 1.28%
26,756
-327
23
$1.1M 1.1%
25,037
-118
24
$1.09M 1.08%
32,709
-1,016
25
$882K 0.88%
2,561
1
2 3 4