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
$118M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$687K
2
+$374K
3
+$312K
4
LYB icon
LyondellBasell Industries
LYB
+$285K
5
COWG icon
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
+$271K

Top Sells

1
+$636K
2
+$612K
3
+$539K
4
NVDA icon
NVIDIA
NVDA
+$337K
5
V icon
Visa
V
+$285K

Sector Composition

1 Financials 23.53%
2 Technology 19.82%
3 Consumer Discretionary 11.53%
4 Communication Services 5.55%
5 Healthcare 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.1T
$21.5M 18.28%
44,230
-216
NVDA icon
2
NVIDIA
NVDA
$4.63T
$8.16M 6.94%
51,622
-2,135
BITB icon
3
Bitwise Bitcoin ETF
BITB
$3.62B
$5.57M 4.74%
95,008
-3,313
TSLA icon
4
Tesla
TSLA
$1.34T
$5.42M 4.62%
17,077
-187
AMZN icon
5
Amazon
AMZN
$2.51T
$5.39M 4.58%
24,555
-126
AAPL icon
6
Apple
AAPL
$4.03T
$4.5M 3.83%
21,923
-14
MSFT icon
7
Microsoft
MSFT
$3.79T
$4.14M 3.52%
8,313
-86
JNJ icon
8
Johnson & Johnson
JNJ
$472B
$4.05M 3.44%
26,484
-9
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$3.34T
$2.86M 2.44%
16,256
-288
MOAT icon
10
VanEck Morningstar Wide Moat ETF
MOAT
$15.4B
$2.62M 2.23%
27,983
-436
GOOG icon
11
Alphabet (Google) Class C
GOOG
$3.34T
$2.4M 2.04%
13,520
+25
SCHD icon
12
Schwab US Dividend Equity ETF
SCHD
$71.2B
$2.23M 1.9%
84,326
-231
BX icon
13
Blackstone
BX
$109B
$2.22M 1.89%
14,813
+1,598
GBTC icon
14
Grayscale Bitcoin Trust
GBTC
$37.7B
$2.01M 1.71%
23,684
-60
MELI icon
15
Mercado Libre
MELI
$104B
$1.95M 1.66%
747
-58
VUG icon
16
Vanguard Growth ETF
VUG
$197B
$1.85M 1.57%
4,220
-31
LRCX icon
17
Lam Research
LRCX
$186B
$1.65M 1.4%
16,960
-2,143
SPGP icon
18
Invesco S&P 500 GARP ETF
SPGP
$2.61B
$1.63M 1.38%
15,099
-505
V icon
19
Visa
V
$637B
$1.62M 1.38%
4,558
-802
DIA icon
20
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.2B
$1.61M 1.37%
3,645
COWZ icon
21
Pacer US Cash Cows 100 ETF
COWZ
$19.7B
$1.5M 1.28%
27,219
-537
SPY icon
22
SPDR S&P 500 ETF Trust
SPY
$667B
$1.5M 1.28%
2,426
-266
EMQQ icon
23
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$377M
$1.26M 1.07%
30,155
-2,339
PLTR icon
24
Palantir
PLTR
$415B
$1.13M 0.96%
8,296
+235
AVGO icon
25
Broadcom
AVGO
$1.62T
$1.12M 0.96%
4,075
-10
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