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
426
$876 ﹤0.01%
+9
427
$876 ﹤0.01%
+6
428
$869 ﹤0.01%
+9
429
$861 ﹤0.01%
+6
430
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+10
431
$849 ﹤0.01%
+28
432
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+6
433
$841 ﹤0.01%
+37
434
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+6
435
$830 ﹤0.01%
+6
436
$820 ﹤0.01%
+4
437
$816 ﹤0.01%
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438
$807 ﹤0.01%
+300
439
$793 ﹤0.01%
+11
440
$762 ﹤0.01%
+4
441
$745 ﹤0.01%
+11
442
$738 ﹤0.01%
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443
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444
$703 ﹤0.01%
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445
$666 ﹤0.01%
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446
$655 ﹤0.01%
+1
447
$649 ﹤0.01%
+3
448
$643 ﹤0.01%
+5
449
$638 ﹤0.01%
+7
450
$626 ﹤0.01%
+4