CWA
Choice Wealth Advisors Portfolio holdings
AUM
$221M
This Quarter Return
-0.45%
1 Year Return
+10.68%
3 Year Return
+48.32%
5 Year Return
–
10 Year Return
–
AUM
$196M
AUM Growth
+$196M
(-2.2%)
Cap. Flow
-$2.29M
Cap. Flow
% of AUM
-1.17%
Top 10 Holdings %
Top 10 Hldgs %
81.54%
Holding
30
New
–
Increased
13
Reduced
11
Closed
1
Top Buys
Top Sells
| 1 |
First Trust Preferred Securities and Income ETF
FPE
|
$4.92M |
| 2 |
First Trust Technology AlphaDEX Fund
FXL
|
$549K |
| 3 |
GE Aerospace
GE
|
$221K |
| 4 |
Amazon
AMZN
|
$114K |
| 5 |
John Hancock Multifactor Mid Cap ETF
JHMM
|
$103K |
Sector Composition
| 1 | Technology | 5.87% |
| 2 | Consumer Discretionary | 4.28% |
| 3 | Financials | 0.76% |
| 4 | Industrials | 0.18% |
| 5 | Real Estate | 0.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.51B
| $250K | 0.13% |
3,262
+71
| +2% | +$5.44K |
|
27
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.5B
| $229K | 0.12% |
3,612
| – | – |
|
28
Teradyne
TER
$18.8B
| $224K | 0.11% |
1,781
+1
| +0.1% | +$126 |
|
29
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$508M
| $216K | 0.11% |
4,618
| – | – |
|
|
30
GE Aerospace
GE
$292B
| – | – |
-1,171
| Closed | -$221K |
|