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
$123M
AUM Growth
-$2.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$16.5M
3
+$10.7M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$9.36M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.77M

Top Sells

1
+$25.7M
2
+$23.3M
3
+$16M
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$13.2M
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$9.75M

Sector Composition

1 Technology 3.69%
2 Consumer Discretionary 1.79%
3 Financials 0.27%
4 Communication Services 0.23%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-617,740
52
– –
-2,550
53
– –
-2,391
54
– –
-9,119
1 2
3