CWA

Choice Wealth Advisors Portfolio holdings

AUM $255M
1-Year Est. Return 15.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$569K
3
+$448K
4
TER icon
Teradyne
TER
+$195K
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$134K

Top Sells

1
+$9.93M
2
+$1.07M
3
+$642K
4
AMZN icon
Amazon
AMZN
+$141K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$123K

Sector Composition

1 Technology 5.48%
2 Consumer Discretionary 3.67%
3 Financials 0.69%
4 Industrials 0.25%
5 Real Estate 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$333K 0.14%
4,387
27
$331K 0.14%
1,099
28
$314K 0.13%
3,559
+34
29
$301K 0.13%
5,900
30
$246K 0.11%
+1,788
31
$244K 0.1%
2,917
+39
32
$213K 0.09%
2,976
1
2