CWA

Choice Wealth Advisors Portfolio holdings

AUM $253M
1-Year Est. Return 13.81%
This Quarter Est. Return
1 Year Est. Return
+13.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$601K
3
+$300K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$267K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$168K

Top Sells

1
+$563K
2
+$496K
3
+$297K
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$201K
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$107K

Sector Composition

1 Technology 4.64%
2 Consumer Discretionary 3.72%
3 Financials 0.7%
4 Industrials 0.26%
5 Real Estate 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$300K 0.14%
+5,900
27
$294K 0.13%
3,525
-3
28
$290K 0.13%
2,878
+34
29
$283K 0.13%
1,099
30
$210K 0.09%
2,976
31
– –
-4,618
32
– –
-2,035
1
2