CWA
Choice Wealth Advisors Portfolio holdings
AUM
$221M
This Quarter Return
+6.38%
1 Year Return
+10.68%
3 Year Return
+48.32%
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(+3.2%)
Cap. Flow
-$2.87M
Cap. Flow
% of AUM
-2.09%
Top 10 Holdings %
Top 10 Hldgs %
86.23%
Holding
26
New
1
Increased
13
Reduced
3
Closed
3
Top Buys
Top Sells
| 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
|
$249K |
| 5 |
Invesco QQQ Trust
QQQ
|
$28.2K |
Sector Composition
| 1 | Technology | 3.82% |
| 2 | Consumer Discretionary | 3.07% |
| 3 | Financials | 0.81% |
| 4 | Industrials | 0.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
PGIM Ultra Short Bond ETF
PULS
$12.4B
| – | – |
-21,217
| Closed | -$1.04M |
|