FWA

Freedom Wealth Alliance Portfolio holdings

AUM $60.8M
This Quarter Return
+7.43%
1 Year Return
+14.41%
3 Year Return
5 Year Return
10 Year Return
AUM
$70.9M
AUM Growth
Cap. Flow
+$70.9M
Cap. Flow %
100%
Top 10 Hldgs %
58.83%
Holding
482
New
482
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 Shares
Change %
Capital Flow
RVTY icon
401
Revvity
RVTY
$9.68B
$1.4K ﹤0.01%
+10
New +$1.4K
IART icon
402
Integra LifeSciences
IART
$1.18B
$1.4K ﹤0.01%
+25
New +$1.4K
MSCI icon
403
MSCI
MSCI
$42.7B
$1.4K ﹤0.01%
+3
New +$1.4K
IYW icon
404
iShares US Technology ETF
IYW
$22.9B
$1.27K ﹤0.01%
+17
New +$1.27K
EDC icon
405
Direxion Daily Emerging Markets Bull 3X Shares
EDC
$84.2M
$1.26K ﹤0.01%
+43
New +$1.26K
PLUG icon
406
Plug Power
PLUG
$1.72B
$1.24K ﹤0.01%
+100
New +$1.24K
SHYG icon
407
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.25B
$1.23K ﹤0.01%
+30
New +$1.23K
CLOV icon
408
Clover Health Investments
CLOV
$1.36B
$1.18K ﹤0.01%
+1,274
New +$1.18K
MARA icon
409
Marathon Digital Holdings
MARA
$5.89B
$1.13K ﹤0.01%
+330
New +$1.13K
TSLA icon
410
Tesla
TSLA
$1.08T
$1.11K ﹤0.01%
+9
New +$1.11K
MU icon
411
Micron Technology
MU
$133B
$1.1K ﹤0.01%
+22
New +$1.1K
FRC
412
DELISTED
First Republic Bank
FRC
$1.1K ﹤0.01%
+9
New +$1.1K
TLH icon
413
iShares 10-20 Year Treasury Bond ETF
TLH
$11.2B
$1.08K ﹤0.01%
+10
New +$1.08K
ELV icon
414
Elevance Health
ELV
$72.4B
$1.03K ﹤0.01%
+2
New +$1.03K
HUM icon
415
Humana
HUM
$37.5B
$1.02K ﹤0.01%
+2
New +$1.02K
BURL icon
416
Burlington
BURL
$18.5B
$1.01K ﹤0.01%
+5
New +$1.01K
SPGI icon
417
S&P Global
SPGI
$165B
$1.01K ﹤0.01%
+3
New +$1.01K
EPAM icon
418
EPAM Systems
EPAM
$9.69B
$983 ﹤0.01%
+3
New +$983
LIN icon
419
Linde
LIN
$221B
$979 ﹤0.01%
+3
New +$979
CPRT icon
420
Copart
CPRT
$46.5B
$974 ﹤0.01%
+16
New +$974
VNT icon
421
Vontier
VNT
$6.24B
$967 ﹤0.01%
+50
New +$967
ADSK icon
422
Autodesk
ADSK
$67.9B
$934 ﹤0.01%
+5
New +$934
WSBF icon
423
Waterstone Financial
WSBF
$275M
$931 ﹤0.01%
+54
New +$931
VOD icon
424
Vodafone
VOD
$28.2B
$901 ﹤0.01%
+89
New +$901
MAR icon
425
Marriott International Class A Common Stock
MAR
$72B
$893 ﹤0.01%
+6
New +$893