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
$189M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$8.22M
3
+$466K
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$382K
5
SHEL icon
Shell
SHEL
+$215K

Top Sells

1
+$8.03M
2
+$425K
3
+$17.4K
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$16.8K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.3K

Sector Composition

1 Technology 5.55%
2 Consumer Discretionary 3.68%
3 Financials 0.68%
4 Industrials 0.21%
5 Real Estate 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$241K 0.13%
3,217
+140
27
$228K 0.12%
5,237
-184,079
28
$215K 0.11%
+2,976
29
$204K 0.11%
3,612
1
2