FWA

Freedom Wealth Alliance Portfolio holdings

AUM $60.8M
1-Year Est. Return 14.41%
This Quarter Est. Return
1 Year Est. Return
+14.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$70.9M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.78%
2 Industrials 3.6%
3 Healthcare 2.72%
4 Financials 2.34%
5 Communication Services 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$16.9K 0.02%
+2,000
227
$16.4K 0.02%
+500
228
$16.2K 0.02%
+400
229
$16.1K 0.02%
+1,050
230
$16K 0.02%
+50
231
$15.7K 0.02%
+100
232
$15.5K 0.02%
+75
233
$15.2K 0.02%
+170
234
$15K 0.02%
+2,185
235
$15K 0.02%
+740
236
$15K 0.02%
+1,446
237
$14.8K 0.02%
+678
238
$14.8K 0.02%
+800
239
$14.7K 0.02%
+512
240
$14.6K 0.02%
+84
241
$14.6K 0.02%
+335
242
$14.6K 0.02%
+70
243
$14.5K 0.02%
+341
244
$14.5K 0.02%
+750
245
$14.2K 0.02%
+300
246
$14.1K 0.02%
+365
247
$14K 0.02%
+760
248
$14K 0.02%
+350
249
$13.9K 0.02%
+162
250
$13.8K 0.02%
+200