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FWA

Freedom Wealth Alliance Portfolio holdings

AUM $60.8M
1-Year Est. Return 14.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71.6M
AUM Growth
+$5.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$477K
3
+$451K
4
PCEF icon
Invesco CEF Income Composite ETF
PCEF
+$246K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$237K

Top Sells

1
+$3.82M
2
+$214K
3
+$212K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$207K
5
QCOM icon
Qualcomm
QCOM
+$207K

Sector Composition

1 Technology 8.43%
2 Industrials 1.85%
3 Financials 1.77%
4 Consumer Discretionary 0.99%
5 Utilities 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
26
AbbVie
ABBV
$402B
$458K 0.64%
3,430
+301
IFLN
27
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$320M
$447K 0.62%
25,285
-641
DVN icon
28
Devon Energy
DVN
$52.3B
$428K 0.6%
8,381
-14
INTC icon
29
Intel
INTC
$626B
$415K 0.58%
12,263
-157
VWO icon
30
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$408K 0.57%
9,677
+35
IBM icon
31
IBM
IBM
$256B
$401K 0.56%
2,992
+303
EMLC icon
32
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.86B
$357K 0.5%
13,698
-321
VCSH icon
33
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
$323K 0.45%
4,256
+179
SHM icon
34
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
$316K 0.44%
6,711
-700
HYMB icon
35
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.96B
$313K 0.44%
12,490
-1,260
TGNA
36
DELISTED
TEGNA Inc
TGNA
$312K 0.44%
19,042
-413
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.06T
$311K 0.43%
905
-50
HON icon
38
Honeywell
HON
$140B
$309K 0.43%
1,569
-106
VCIT icon
39
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$302K 0.42%
3,800
-94
VIAV icon
40
Viavi Solutions
VIAV
$13.2B
$299K 0.42%
26,048
-370
BWZ icon
41
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$308M
$297K 0.41%
10,786
-970
V icon
42
Visa
V
$613B
$285K 0.4%
1,170
DE icon
43
Deere & Co
DE
$156B
$281K 0.39%
687
+75
GOOGL icon
44
Alphabet (Google) Class A
GOOGL
$4.39T
$280K 0.39%
2,247
MDIV icon
45
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$420M
$279K 0.39%
18,693
MWA icon
46
Mueller Water Products
MWA
$4.04B
$273K 0.38%
16,688
-1,028
NVDA icon
47
NVIDIA
NVDA
$4.97T
$265K 0.37%
+5,770
SPY icon
48
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$254K 0.35%
+565
ABR icon
49
Arbor Realty Trust
ABR
$1B
$248K 0.35%
15,611
+2,545
SCHO icon
50
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$243K 0.34%
10,084
-100
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