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
476
$195 ﹤0.01%
+4
477
$193 ﹤0.01%
+20
478
$93 ﹤0.01%
+2
479
$77 ﹤0.01%
+10
480
$65 ﹤0.01%
+100
481
$58 ﹤0.01%
+106
482
$34 ﹤0.01%
+4