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
$71.6M
AUM Growth
+$5.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1 +$3.84M
2 +$473K
3 +$462K
4
NVDA icon
NVIDIA
NVDA
+$265K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$254K

Top Sells

1 +$3.82M
2 +$214K
3 +$212K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$212K
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%