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
$136M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$1.7M
3
+$1.63M
4
RESP
WisdomTree U.S. ESG Fund
RESP
+$1.05M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$981K

Top Sells

1
+$6.13M
2
+$2.69M
3
+$2.04M
4
AMZN icon
Amazon
AMZN
+$610K
5
FSK icon
FS KKR Capital
FSK
+$559K

Sector Composition

1 Technology 4.77%
2 Consumer Discretionary 4.75%
3 Financials 0.89%
4 Industrials 0.45%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-25,383
27
– –
-575
28
– –
-1,718
1
2