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
301
$8.65K 0.01%
+116
302
$8.59K 0.01%
+150
303
$8.58K 0.01%
+150
304
$8.47K 0.01%
+11
305
$8.38K 0.01%
+100
306
$8.21K 0.01%
+404
307
$8.19K 0.01%
+200
308
$8.18K 0.01%
+113
309
$8.03K 0.01%
+125
310
$7.71K 0.01%
+266
311
$7.68K 0.01%
+220
312
$7.58K 0.01%
+75
313
$7.55K 0.01%
+1,365
314
$7.54K 0.01%
+200
315
$7.53K 0.01%
+175
316
$7.49K 0.01%
+703
317
$7.38K 0.01%
+717
318
$7.29K 0.01%
+250
319
$7.29K 0.01%
+235
320
$7.28K 0.01%
+1,721
321
$7.28K 0.01%
+2,000
322
$7.28K 0.01%
+50
323
$7.21K 0.01%
+100
324
$6.89K 0.01%
+300
325
$6.79K 0.01%
+50
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