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
76
$135K 0.19%
+6,150
77
$126K 0.18%
+1,302
78
$124K 0.18%
+692
79
$123K 0.17%
+25,459
80
$122K 0.17%
+10,200
81
$120K 0.17%
+1,880
82
$119K 0.17%
+462
83
$118K 0.17%
+1,335
84
$118K 0.17%
+1,166
85
$116K 0.16%
+400
86
$111K 0.16%
+1,003
87
$110K 0.16%
+917
88
$101K 0.14%
+764
89
$101K 0.14%
+1,409
90
$97.2K 0.14%
+1,111
91
$95.5K 0.13%
+479
92
$95K 0.13%
+7,035
93
$90K 0.13%
+1,279
94
$88.6K 0.12%
+4,189
95
$76.6K 0.11%
+514
96
$76.3K 0.11%
+5,220
97
$75.4K 0.11%
+3,579
98
$75.3K 0.11%
+138
99
$67.1K 0.09%
+1,000
100
$66.8K 0.09%
+2,822
2 3
4
5 6