CWA

Choice Wealth Advisors Portfolio holdings

AUM $253M
1-Year Est. Return 13.81%
This Quarter Est. Return
1 Year Est. Return
+13.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$3.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$607K
2
+$226K
3
+$225K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$207K
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$204K

Top Sells

1
+$1.74M
2
+$1.55M
3
+$1.31M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.06M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.01M

Sector Composition

1 Technology 5%
2 Consumer Discretionary 3.91%
3 Financials 0.81%
4 Real Estate 0.32%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$200K 0.12%
+1,777
27
– –
-4,287
28
– –
-32,920
29
– –
-16,801
30
– –
-36,030
31
– –
-25,676
1
2