CWA
Choice Wealth Advisors Portfolio holdings
AUM
$221M
This Quarter Return
-4.46%
1 Year Return
+10.68%
3 Year Return
+48.32%
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(-3.1%)
Cap. Flow
-$3.65M
Cap. Flow
% of AUM
-3.05%
Top 10 Holdings %
Top 10 Hldgs %
85.28%
Holding
54
New
19
Increased
2
Reduced
1
Closed
32
Top Buys
Top Sells
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$19.6M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$16.5M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$10.7M |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
$9.36M |
| 5 |
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% |