FWA
Freedom Wealth Alliance Portfolio holdings
AUM
$60.8M
1-Year Return
14.41%
This Quarter Return
+7.43%
1 Year Return
+14.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$70.9M
AUM Growth
–
Cap. Flow
+$70.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.83%
Holding
482
New
482
Increased
–
Reduced
–
Closed
–
Top Buys
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $8.65K | 0.01% |
+116
| New | +$8.65K |
|
302
A.O. Smith
AOS
$10.3B
| $8.59K | 0.01% |
+150
| New | +$8.59K |
|
303
Cognizant
CTSH
$35.1B
| $8.58K | 0.01% |
+150
| New | +$8.58K |
|
304
Alzamend Neuro
ALZN
$7.28M
| $8.47K | 0.01% |
+11
| New | +$8.47K |
|
305
General Mills
GIS
$27B
| $8.39K | 0.01% |
+100
| New | +$8.39K |
|
306
Alliance Resource Partners
ARLP
$2.94B
| $8.21K | 0.01% |
+404
| New | +$8.21K |
|
307
First Trust Financials AlphaDEX Fund
FXO
$2.23B
| $8.19K | 0.01% |
+200
| New | +$8.19K |
|
308
MetLife
MET
$52.9B
| $8.18K | 0.01% |
+113
| New | +$8.18K |
|
309
Fortive
FTV
$16.2B
| $8.03K | 0.01% |
+125
| New | +$8.03K |
|
310
CoreCard
CCRD
$212M
| $7.71K | 0.01% |
+266
| New | +$7.71K |
|
311
BP
BP
$87.4B
| $7.69K | 0.01% |
+220
| New | +$7.69K |
|
312
Polaris
PII
$3.33B
| $7.58K | 0.01% |
+75
| New | +$7.58K |
|
|
UNIT
313
Uniti Group
UNIT
$1.59B
| $7.55K | 0.01% |
+1,365
| New | +$7.55K |
|
314
EPR Properties
EPR
$4.05B
| $7.54K | 0.01% |
+200
| New | +$7.54K |
|
315
Truist Financial
TFC
$60B
| $7.53K | 0.01% |
+175
| New | +$7.53K |
|
316
Actinium Pharmaceuticals
ATNM
$49.3M
| $7.49K | 0.01% |
+703
| New | +$7.49K |
|
|
HFRO
317
Highland Opportunities and Income Fund
HFRO
$342M
| $7.39K | 0.01% |
+717
| New | +$7.39K |
|
318
Fiverr
FVRR
$875M
| $7.29K | 0.01% |
+250
| New | +$7.29K |
|
319
Weyerhaeuser
WY
$18.9B
| $7.29K | 0.01% |
+235
| New | +$7.29K |
|
320
Puma Biotechnology
PBYI
$253M
| $7.28K | 0.01% |
+1,721
| New | +$7.28K |
|
321
Vuzix
VUZI
$188M
| $7.28K | 0.01% |
+2,000
| New | +$7.28K |
|
322
Ecolab
ECL
$77.6B
| $7.28K | 0.01% |
+50
| New | +$7.28K |
|
323
Brunswick
BC
$4.35B
| $7.21K | 0.01% |
+100
| New | +$7.21K |
|
324
abrdn Physical Silver Shares ETF
SIVR
$2.53B
| $6.89K | 0.01% |
+300
| New | +$6.89K |
|
325
Kimberly-Clark
KMB
$43.1B
| $6.79K | 0.01% |
+50
| New | +$6.79K |
|