FWA
Freedom Wealth Alliance Portfolio holdings
AUM
$60.8M
This Quarter Return
+4.58%
1 Year Return
+14.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$66.6M
AUM Growth
+$66.6M
(-6.1%)
Cap. Flow
-$6.75M
Cap. Flow
% of AUM
-10.15%
Top 10 Holdings %
Top 10 Hldgs %
68.44%
Holding
483
New
1
Increased
46
Reduced
14
Closed
420
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 7.74% |
| 2 | Industrials | 1.74% |
| 3 | Financials | 1.61% |
| 4 | Utilities | 1.4% |
| 5 | Healthcare | 1.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Danaher
DHR
$143B
| – | – |
-113
| Closed | -$26.5K |
|
477
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.7B
| – | – |
-76
| Closed | -$25.2K |
|
478
Walt Disney
DIS
$211B
| – | – |
-1,687
| Closed | -$147K |
|
479
Dick's Sporting Goods
DKS
$16.8B
| – | – |
-100
| Closed | -$12K |
|
480
Dollar Tree
DLTR
$20.8B
| – | – |
-6
| Closed | -$849 |
|
481
DNP Select Income Fund
DNP
$3.67B
| – | – |
-526
| Closed | -$5.92K |
|
482
Dow Inc
DOW
$17B
| – | – |
-106
| Closed | -$5.34K |
|
483
Darden Restaurants
DRI
$24.3B
| – | – |
-6
| Closed | -$830 |
|