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
$239M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$6.88M
3
+$5.75M
4
AAPL icon
Apple
AAPL
+$5.44M
5
AMZN icon
Amazon
AMZN
+$5.4M

Top Sells

1
+$256K
2
+$231K
3
+$145K
4
GPN icon
Global Payments
GPN
+$50.7K
5
MMM icon
3M
MMM
+$11.6K

Sector Composition

1 Financials 22.67%
2 Technology 18.27%
3 Consumer Discretionary 12.44%
4 Healthcare 6%
5 Communication Services 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.4M 16.91%
89,190
+44,624
2
$13.7M 5.75%
102,382
+51,223
3
$12.7M 5.32%
31,496
+14,249
4
$11.1M 4.65%
50,714
+24,607
5
$11M 4.61%
44,007
+21,737
6
$10.4M 4.35%
204,702
+100,675
7
$7.7M 3.22%
53,264
+25,663
8
$6.9M 2.88%
16,362
+8,196
9
$6.4M 2.68%
33,816
+16,658
10
$5.39M 2.26%
58,160
+28,314
11
$5.14M 2.15%
27,004
+13,422
12
$5.01M 2.1%
29,060
+14,075
13
$4.66M 1.95%
170,504
+84,992
14
$3.86M 1.61%
12,201
+5,923
15
$3.83M 1.6%
6,534
+3,654
16
$3.71M 1.55%
32,237
+15,652
17
$3.52M 1.47%
8,582
+3,878
18
$3.52M 1.47%
47,488
+23,748
19
$3.28M 1.37%
31,256
+15,740
20
$3.17M 1.33%
56,166
+28,707
21
$2.85M 1.19%
39,504
+20,004
22
$2.76M 1.16%
1,626
+798
23
$2.29M 0.96%
40,305
+16,000
24
$2.26M 0.94%
65,462
+32,409
25
$2.17M 0.91%
51,260
+25,655
1
2 3 4 5