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
$138M
AUM Growth
+$4.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$521K
2
+$371K
3
+$368K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$364K
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$285K

Top Sells

1
+$2.17M
2
+$2.11M
3
+$1.04M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$249K
5
QQQ icon
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 Change
in Stake 		Capital Flow
26
– –
-21,217
1
2