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
101
$66.2K 0.09%
+1,812
102
$64.5K 0.09%
+2,050
103
$64K 0.09%
+368
104
$62.8K 0.09%
+900
105
$62.8K 0.09%
+114
106
$62.6K 0.09%
+1,313
107
$62.5K 0.09%
+137
108
$62.2K 0.09%
+223
109
$62.2K 0.09%
+638
110
$61.8K 0.09%
+258
111
$60.3K 0.09%
+450
112
$59.4K 0.08%
+153
113
$57.5K 0.08%
+242
114
$57.4K 0.08%
+105
115
$55.1K 0.08%
+450
116
$53.9K 0.08%
+4,000
117
$52.8K 0.07%
+785
118
$52K 0.07%
+1,185
119
$52K 0.07%
+638
120
$49.5K 0.07%
+193
121
$49K 0.07%
+600
122
$48.9K 0.07%
+763
123
$48.9K 0.07%
+756
124
$48.9K 0.07%
+418
125
$48.1K 0.07%
+2,614
3 4
5
6 7