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
26
$404K 0.57%
+5,449
27
$374K 0.53%
+57,627
28
$354K 0.5%
+2,513
29
$350K 0.49%
+7,078
30
$349K 0.49%
+1,130
31
$348K 0.49%
+7,637
32
$338K 0.48%
+1,578
33
$335K 0.47%
+13,827
34
$333K 0.47%
+3,965
35
$322K 0.45%
+11,906
36
$298K 0.42%
+3,839
37
$296K 0.42%
+7,594
38
$291K 0.41%
+6,392
39
$287K 0.4%
+9,966
40
$276K 0.39%
+26,220
41
$254K 0.36%
+10,524
42
$253K 0.36%
+14,460
43
$252K 0.36%
+13,399
44
$252K 0.35%
+7,927
45
$251K 0.35%
+3,339
46
$236K 0.33%
+1,138
47
$233K 0.33%
+15,573
48
$220K 0.31%
+8,327
49
$219K 0.31%
+8,688
50
$211K 0.3%
+5,295
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