CWA

Choice Wealth Advisors Portfolio holdings

AUM $233M
1-Year Est. Return 11.48%
This Quarter Est. Return
1 Year Est. Return
+11.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$2.59M
3
+$2.31M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.35M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$982K

Top Sells

1
+$5.62M
2
+$2.58M
3
+$543K
4
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$176K
5
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$12.6K

Sector Composition

1 Consumer Discretionary 6.27%
2 Technology 4.64%
3 Financials 0.82%
4 Industrials 0.43%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$235K 0.17%
1,796
27
– –
-25,754
28
– –
-27,806
1
2