CWA

Choice Wealth Advisors Portfolio holdings

AUM $221M
1-Year Est. Return 10.68%
This Quarter Est. Return
1 Year Est. Return
+10.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

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 Change
in Stake
Capital Flow
26
-18,500