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 Buys

1
+$11.6M
2
+$6.31M
3
+$6.24M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.07M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.48M

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
251
$13.7K 0.02%
+45
252
$13.6K 0.02%
+1,076
253
$12.9K 0.02%
+87
254
$12.7K 0.02%
+800
255
$12.7K 0.02%
+200
256
$12.7K 0.02%
+775
257
$12.6K 0.02%
+200
258
$12.3K 0.02%
+1,748
259
$12.2K 0.02%
+100
260
$12.1K 0.02%
+50
261
$12.1K 0.02%
+500
262
$12K 0.02%
+100
263
$11.9K 0.02%
+65
264
$11.9K 0.02%
+159
265
$11.9K 0.02%
+1,139
266
$11.8K 0.02%
+7,930
267
$11.8K 0.02%
+250
268
$11.5K 0.02%
+948
269
$11.3K 0.02%
+273
270
$11.1K 0.02%
+100
271
$11K 0.02%
+45
272
$10.9K 0.02%
+1,885
273
$10.5K 0.01%
+116
274
$10.4K 0.01%
+315
275
$10.4K 0.01%
+161
9 10
11
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