CWA
Choice Wealth Advisors Portfolio holdings
AUM
$221M
This Quarter Return
+11.54%
1 Year Return
+10.68%
3 Year Return
+48.32%
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow
% of AUM
99.99%
Top 10 Holdings %
Top 10 Hldgs %
90.67%
Holding
23
New
22
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
1 | Technology | 5.33% |
2 | Consumer Discretionary | 4.56% |
3 | Financials | 0.91% |
4 | Industrials | 0.87% |