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
$200M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$608K
2
+$468K
3
+$365K
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$309K
5
JMEE icon
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
+$262K

Top Sells

1
+$580K
2
+$279K
3
+$233K
4
SHEL icon
Shell
SHEL
+$215K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$151K

Sector Composition

1 Technology 5.31%
2 Consumer Discretionary 3.46%
3 Financials 0.73%
4 Industrials 0.3%
5 Real Estate 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$238K 0.12%
1,780
+2
27
$222K 0.11%
4,618
-619
28
$221K 0.11%
+1,171
29
$214K 0.11%
3,612
30
$200K 0.1%
+349
31
– –
-2,976
1
2