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
401
$1.4K ﹤0.01%
+25
402
$1.4K ﹤0.01%
+10
403
$1.4K ﹤0.01%
+3
404
$1.27K ﹤0.01%
+17
405
$1.26K ﹤0.01%
+43
406
$1.24K ﹤0.01%
+100
407
$1.23K ﹤0.01%
+30
408
$1.18K ﹤0.01%
+1,274
409
$1.13K ﹤0.01%
+330
410
$1.11K ﹤0.01%
+9
411
$1.1K ﹤0.01%
+22
412
$1.1K ﹤0.01%
+9
413
$1.08K ﹤0.01%
+10
414
$1.03K ﹤0.01%
+2
415
$1.02K ﹤0.01%
+2
416
$1.01K ﹤0.01%
+5
417
$1K ﹤0.01%
+3
418
$983 ﹤0.01%
+3
419
$979 ﹤0.01%
+3
420
$974 ﹤0.01%
+32
421
$967 ﹤0.01%
+50
422
$934 ﹤0.01%
+5
423
$931 ﹤0.01%
+54
424
$901 ﹤0.01%
+89
425
$893 ﹤0.01%
+6
15 16
17
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