CWA

Choice Wealth Advisors Portfolio holdings

AUM $221M
1-Year Est. Return 10.68%
This Quarter Est. Return
1 Year Est. Return
+10.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$18.6M
3
+$12.4M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$11.1M
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$8.47M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.8M 18.76%
+604,351
2
$18.6M 16.83%
+457,063
3
$12.4M 11.22%
+224,794
4
$11.1M 10.03%
+190,942
5
$8.47M 7.65%
+215,403
6
$7.82M 7.06%
+154,018
7
$5.69M 5.14%
+42,883
8
$5.34M 4.82%
+118,782
9
$5.1M 4.6%
+24,020
10
$5.05M 4.56%
+31,000
11
$3.98M 3.59%
+197,152
12
$1.11M 1%
+28,512
13
$1.1M 0.99%
+43,568
14
$938K 0.85%
+6,666
15
$516K 0.47%
+17,029
16
$491K 0.44%
+6,750
17
$485K 0.44%
+2,878
18
$481K 0.43%
+2,261
19
$418K 0.38%
+25,476
20
$374K 0.34%
+1,192
21
$224K 0.2%
+1,796
22
$210K 0.19%
+1,755