CWA
Choice Wealth Advisors Portfolio holdings
AUM
$233M
1-Year Est. Return
11.48%
1 Year Est. Return
+11.48%
AUM
$233M
AUM Growth
+$12M
(+5.4%)
Holding
32
Top Buys
| 1 | +$10M | |
| 2 | +$579K | |
| 3 | +$449K | |
| 4 |
Teradyne
TER
|
+$246K |
| 5 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
+$137K |
Top Sells
| 1 | +$10M | |
| 2 | +$1.13M | |
| 3 | +$659K | |
| 4 |
Amazon
AMZN
|
+$137K |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$127K |
Sector Composition
| 1 | Technology | 5.48% |
| 2 | Consumer Discretionary | 3.67% |
| 3 | Financials | 0.69% |
| 4 | Industrials | 0.25% |
| 5 | Real Estate | 0.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
First Trust NASDAQ Cybersecurity ETF
CIBR
$11B
| $333K | 0.14% |
4,387
|
|
||
27
GE Aerospace
GE
$305B
| $331K | 0.14% |
1,099
|
|
||
28
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.71B
| $314K | 0.13% |
3,559
+34
|
|
||
29
JPMorgan Ultra-Short Municipal Income ETF
JMST
$5.51B
| $301K | 0.13% |
5,900
|
|
||
|
30
Teradyne
TER
$29.7B
| $246K | 0.11% |
+1,788
|
|
||
31
United Parcel Service
UPS
$81.1B
| $244K | 0.1% |
2,917
+39
|
|
||
32
Shell
SHEL
$211B
| $213K | 0.09% |
2,976
|
|