CWA
Choice Wealth Advisors Portfolio holdings
AUM
$221M
This Quarter Return
+5.76%
1 Year Return
+10.68%
3 Year Return
+48.32%
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
+$133M
(+11%)
Cap. Flow
+$7.48M
Cap. Flow
% of AUM
5.62%
Top 10 Holdings %
Top 10 Hldgs %
83.37%
Holding
26
New
4
Increased
11
Reduced
5
Closed
1
Top Buys
| 1 |
JPMorgan Core Plus Bond ETF
JCPB
|
$2.17M |
| 2 |
JPMorgan Municipal ETF
JMUB
|
$2.11M |
| 3 |
PGIM Ultra Short Bond ETF
PULS
|
$1.04M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$677K |
| 5 |
Invesco S&P Emerging Markets Low Volatility ETF
EELV
|
$508K |
Top Sells
Sector Composition
| 1 | Technology | 2.8% |
| 2 | Consumer Discretionary | 2.45% |
| 3 | Financials | 0.85% |
| 4 | Industrials | 0.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
NVIDIA
NVDA
$4.24T
| – | – |
-1,850
| Closed | -$225K |
|