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
$66.6M
AUM Growth
-$4.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

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 Change
in Stake
Capital Flow
51
$227K 0.34%
17,035
+10,000
52
$223K 0.33%
7,879
-25
53
$219K 0.33%
7,455
-25
54
$215K 0.32%
13,577
+178
55
$214K 0.32%
2,809
+50
56
$214K 0.32%
2,754
+1,475
57
$212K 0.32%
8,688
58
$207K 0.31%
1,623
+1
59
$164K 0.25%
44,835
-200
60
$155K 0.23%
25,684
+225
61
$150K 0.23%
13,066
+2,014
62
$120K 0.18%
10,200
63
$27.8K 0.04%
+13,912
64
-71
65
-116
66
-127
67
-64
68
-1,003
69
-142
70
-193
71
-11
72
-5
73
-4,189
74
-4
75
-763