WKSWA

White Knight Strategic Wealth Advisors Portfolio holdings

AUM $127M
1-Year Est. Return 33.47%
This Quarter Est. Return
1 Year Est. Return
+33.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$392K
2
+$220K
3
+$63.4K

Top Sells

1
+$23.8M
2
+$5.27M
3
+$4.95M
4
AAPL icon
Apple
AAPL
+$4.9M
5
BITB icon
Bitwise Bitcoin ETF
BITB
+$4.77M

Sector Composition

1 Financials 26.97%
2 Technology 17.5%
3 Consumer Discretionary 10.62%
4 Healthcare 6.63%
5 Communication Services 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.7M 21.8%
44,446
-44,744
2
$5.83M 5.36%
53,757
-48,625
3
$4.87M 4.49%
21,937
-22,070
4
$4.7M 4.32%
24,681
-26,033
5
$4.47M 4.12%
17,264
-14,232
6
$4.41M 4.06%
98,321
-106,381
7
$4.39M 4.05%
26,493
-26,771
8
$3.15M 2.9%
8,399
-7,963
9
$2.56M 2.36%
16,544
-17,272
10
$2.5M 2.3%
28,419
-29,741
11
$2.36M 2.18%
84,557
-85,947
12
$2.11M 1.94%
13,495
-13,509
13
$1.88M 1.73%
5,360
-6,841
14
$1.85M 1.7%
13,215
-15,845
15
$1.58M 1.45%
4,251
-4,331
16
$1.57M 1.45%
805
-821
17
$1.56M 1.44%
15,604
-15,652
18
$1.55M 1.42%
23,744
-23,744
19
$1.53M 1.41%
3,645
-185
20
$1.52M 1.4%
27,756
-28,410
21
$1.51M 1.39%
2,692
-3,842
22
$1.39M 1.28%
19,103
-20,401
23
$1.24M 1.14%
32,494
-32,968
24
$1.1M 1.02%
10,558
-21,679
25
$1.1M 1.02%
3,542
-3,036
1
2 3 4 5