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
$192M
AUM Growth
-$3.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$313K
3
+$220K
4
SHEL icon
Shell
SHEL
+$218K
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$179K

Top Sells

1
+$412K
2
+$340K
3
+$248K
4
TER icon
Teradyne
TER
+$224K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$47.8K

Sector Composition

1 Technology 5.09%
2 Consumer Discretionary 3.69%
3 Financials 0.8%
4 Industrials 0.28%
5 Real Estate 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$270K 0.14%
3,528
+266
27
$220K 0.11%
+1,099
28
$218K 0.11%
+2,976
29
$201K 0.1%
4,618
30
– –
-1,781
31
– –
-23,250
1
2