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
351
$4.87K 0.01%
+244
352
$4.85K 0.01%
+264
353
$4.74K 0.01%
+274
354
$4.65K 0.01%
+149
355
$4.63K 0.01%
+76
356
$4.54K 0.01%
+152
357
$4.5K 0.01%
+100
358
$4.45K 0.01%
+54
359
$4.24K 0.01%
+150
360
$4.21K 0.01%
+1,109
361
$4.13K 0.01%
+100
362
$3.98K 0.01%
+420
363
$3.97K 0.01%
+300
364
$3.96K 0.01%
+45
365
$3.54K 0.01%
+75
366
$3.44K ﹤0.01%
+328
367
$3.35K ﹤0.01%
+300
368
$3.3K ﹤0.01%
+72
369
$3.25K ﹤0.01%
+132
370
$3.04K ﹤0.01%
+49
371
$2.91K ﹤0.01%
+37
372
$2.89K ﹤0.01%
+82
373
$2.8K ﹤0.01%
+400
374
$2.75K ﹤0.01%
+167
375
$2.75K ﹤0.01%
+100
13 14
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