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
$196M
AUM Growth
-$4.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$968K
2
+$639K
3
+$445K
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$428K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$423K

Top Sells

1
+$4.92M
2
+$549K
3
+$221K
4
AMZN icon
Amazon
AMZN
+$114K
5
JHMM icon
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 Change
in Stake 		Capital Flow
26
$250K 0.13%
3,262
+71
27
$229K 0.12%
3,612
28
$224K 0.11%
1,781
+1
29
$216K 0.11%
4,618
30
– –
-1,171
1
2