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
376
$2.66K ﹤0.01%
+42
377
$2.63K ﹤0.01%
+90
378
$2.58K ﹤0.01%
+100
379
$2.53K ﹤0.01%
+37
380
$2.43K ﹤0.01%
+29
381
$2.4K ﹤0.01%
+19
382
$2.36K ﹤0.01%
+8
383
$2.33K ﹤0.01%
+41
384
$2.18K ﹤0.01%
+120
385
$2.16K ﹤0.01%
+9,831
386
$2.13K ﹤0.01%
+23
387
$2.12K ﹤0.01%
+40
388
$2.07K ﹤0.01%
+500
389
$1.99K ﹤0.01%
+206
390
$1.89K ﹤0.01%
+3
391
$1.84K ﹤0.01%
+27
392
$1.76K ﹤0.01%
+100
393
$1.72K ﹤0.01%
+17
394
$1.7K ﹤0.01%
+12
395
$1.69K ﹤0.01%
+2
396
$1.58K ﹤0.01%
+204
397
$1.58K ﹤0.01%
+100
398
$1.53K ﹤0.01%
+1,060
399
$1.47K ﹤0.01%
+5
400
$1.45K ﹤0.01%
+14
14 15
16
17 18