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
126
$46.7K 0.07%
+1,250
127
$45.3K 0.06%
+810
128
$45K 0.06%
+374
129
$44.9K 0.06%
+9,529
130
$44.6K 0.06%
+2,964
131
$42.7K 0.06%
+2,660
132
$42.5K 0.06%
+500
133
$41.9K 0.06%
+828
134
$41.6K 0.06%
+729
135
$40.8K 0.06%
+4,416
136
$40.8K 0.06%
+450
137
$40.3K 0.06%
+432
138
$39.8K 0.06%
+965
139
$38.6K 0.05%
+156
140
$38.1K 0.05%
+275
141
$36.6K 0.05%
+100
142
$36K 0.05%
+858
143
$35.6K 0.05%
+525
144
$35.6K 0.05%
+1,619
145
$35.2K 0.05%
+688
146
$33.9K 0.05%
+87
147
$33.7K 0.05%
+2,900
148
$33.5K 0.05%
+1,300
149
$31.7K 0.04%
+301
150
$31.4K 0.04%
+1,053
4 5
6
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