WKSWA

White Knight Strategic Wealth Advisors Portfolio holdings

AUM $137M
1-Year Est. Return 28.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$9.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$783K
2
+$411K
3
+$352K
4
DLR icon
Digital Realty Trust
DLR
+$347K
5
SLV icon
iShares Silver Trust
SLV
+$243K

Top Sells

1
+$545K
2
+$403K
3
+$400K
4
ARKK icon
ARK Innovation ETF
ARKK
+$351K
5
AMZN icon
Amazon
AMZN
+$333K

Sector Composition

1 Financials 22.39%
2 Technology 20.98%
3 Consumer Discretionary 12.19%
4 Communication Services 6.63%
5 Healthcare 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.09T
$22.4M 17.63%
44,528
+298
NVDA icon
2
NVIDIA
NVDA
$4.31T
$9.2M 7.25%
49,326
-2,296
TSLA icon
3
Tesla
TSLA
$1.51T
$7.44M 5.86%
16,736
-341
BITB icon
4
Bitwise Bitcoin ETF
BITB
$2.52B
$5.58M 4.4%
89,759
-5,249
AAPL icon
5
Apple
AAPL
$3.88T
$5.3M 4.17%
20,797
-1,126
AMZN icon
6
Amazon
AMZN
$2.25T
$5.07M 3.99%
23,083
-1,472
JNJ icon
7
Johnson & Johnson
JNJ
$599B
$4.8M 3.78%
25,911
-573
MSFT icon
8
Microsoft
MSFT
$2.92T
$4.21M 3.32%
8,129
-184
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$3.77T
$3.79M 2.98%
15,589
-667
GOOG icon
10
Alphabet (Google) Class C
GOOG
$3.77T
$3.28M 2.58%
13,469
-51
MOAT icon
11
VanEck Morningstar Wide Moat ETF
MOAT
$13.1B
$2.36M 1.86%
23,851
-4,132
BX icon
12
Blackstone
BX
$88.8B
$2.24M 1.77%
13,136
-1,677
LRCX icon
13
Lam Research
LRCX
$292B
$2.18M 1.72%
16,306
-654
GBTC icon
14
Grayscale Bitcoin Trust
GBTC
$26.1B
$2.12M 1.67%
23,589
-95
SCHD icon
15
Schwab US Dividend Equity ETF
SCHD
$85.8B
$2.08M 1.63%
76,037
-8,289
VUG icon
16
Vanguard Growth ETF
VUG
$195B
$2.02M 1.59%
4,203
-17
DIA icon
17
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.1B
$1.69M 1.33%
3,645
MELI icon
18
Mercado Libre
MELI
$89.1B
$1.63M 1.28%
698
-49
SPGP icon
19
Invesco S&P 500 GARP ETF
SPGP
$2.37B
$1.47M 1.16%
12,973
-2,126
V icon
20
Visa
V
$616B
$1.43M 1.13%
4,189
-369
COWZ icon
21
Pacer US Cash Cows 100 ETF
COWZ
$19.1B
$1.33M 1.05%
23,137
-4,082
SPY icon
22
State Street SPDR S&P 500 ETF Trust
SPY
$695B
$1.32M 1.04%
1,988
-438
PLTR icon
23
Palantir
PLTR
$328B
$1.27M 1%
6,956
-1,340
AVGO icon
24
Broadcom
AVGO
$1.52T
$1.26M 0.99%
3,828
-247
EMQQ icon
25
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$316M
$1.22M 0.96%
26,256
-3,899
1
2 3 4