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
$123M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$1.17M
3
+$533K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$284K
5
MRNA icon
Moderna
MRNA
+$221K

Top Sells

1
+$12.2M
2
+$6.61M
3
+$2.17M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.14M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$514K

Sector Composition

1 Consumer Discretionary 7.07%
2 Technology 5.19%
3 Financials 1.35%
4 Healthcare 0.51%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,796
27
– –
-26,975
28
– –
-9,288
29
– –
-1,758
1
2