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
326
$6.56K 0.01%
+142
327
$6.4K 0.01%
+50
328
$6.38K 0.01%
+100
329
$6.2K 0.01%
+14
330
$6.19K 0.01%
+73
331
$6.17K 0.01%
+53
332
$6K 0.01%
+4,000
333
$5.92K 0.01%
+526
334
$5.89K 0.01%
+100
335
$5.82K 0.01%
+750
336
$5.75K 0.01%
+128
337
$5.7K 0.01%
+140
338
$5.7K 0.01%
+330
339
$5.67K 0.01%
+250
340
$5.64K 0.01%
+40
341
$5.61K 0.01%
+177
342
$5.5K 0.01%
+729
343
$5.34K 0.01%
+106
344
$5.28K 0.01%
+380
345
$5.18K 0.01%
+106
346
$5.1K 0.01%
+75
347
$5.08K 0.01%
+34
348
$5.06K 0.01%
+267
349
$4.91K 0.01%
+186
350
$4.88K 0.01%
+197