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
51
$205K 0.29%
+2,759
52
$201K 0.28%
+7,480
53
$198K 0.28%
+3,222
54
$196K 0.28%
+7,904
55
$193K 0.27%
+7,890
56
$192K 0.27%
+2,180
57
$189K 0.27%
+4,030
58
$188K 0.27%
+17,466
59
$178K 0.25%
+1,622
60
$178K 0.25%
+465
61
$175K 0.25%
+990
62
$171K 0.24%
+2,760
63
$166K 0.23%
+4,210
64
$163K 0.23%
+45,035
65
$159K 0.22%
+1,572
66
$158K 0.22%
+8,165
67
$157K 0.22%
+367
68
$152K 0.21%
+1,382
69
$151K 0.21%
+2,095
70
$148K 0.21%
+553
71
$147K 0.21%
+1,687
72
$146K 0.21%
+11,052
73
$143K 0.2%
+2,950
74
$142K 0.2%
+2,874
75
$140K 0.2%
+4,563
1 2
3
4 5