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
$120M
AUM Growth
-$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$19.3M
3
+$13M
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$11.1M
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$8.16M

Top Sells

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
+$7.41M

Sector Composition

1 Consumer Discretionary 3.87%
2 Technology 3.52%
3 Financials 0.78%
4 Industrials 0.41%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,318
52
– –
-69,192
53
– –
-10,025
54
– –
-54,557
1 2
3