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
276
$10.4K 0.01%
+200
277
$10.4K 0.01%
+250
278
$10.3K 0.01%
+200
279
$10K 0.01%
+200
280
$10K 0.01%
+25
281
$9.83K 0.01%
+125
282
$9.71K 0.01%
+250
283
$9.66K 0.01%
+597
284
$9.6K 0.01%
+39
285
$9.55K 0.01%
+96
286
$9.37K 0.01%
+91
287
$9.32K 0.01%
+1,494
288
$9.28K 0.01%
+200
289
$9.24K 0.01%
+85
290
$9.12K 0.01%
+240
291
$9.12K 0.01%
+768
292
$9.07K 0.01%
+393
293
$8.97K 0.01%
+878
294
$8.95K 0.01%
+127
295
$8.9K 0.01%
+125
296
$8.84K 0.01%
+71
297
$8.81K 0.01%
+943
298
$8.75K 0.01%
+822
299
$8.69K 0.01%
+64
300
$8.66K 0.01%
+332
10 11
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