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
$161M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.55M
3
+$1.31M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$844K
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$456K

Top Sells

1
+$1.16M
2
+$63.8K
3
+$47.8K
4
PKST
Peakstone Realty Trust
PKST
+$45.7K
5
AMZN icon
Amazon
AMZN
+$38.9K

Sector Composition

1 Technology 4.56%
2 Consumer Discretionary 3.76%
3 Financials 0.75%
4 Real Estate 0.41%
5 Industrials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$441K 0.27%
2,806
+19
27
$278K 0.17%
2,035
28
$211K 0.13%
+4,287
1
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