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
151
$31.3K 0.04%
+59
152
$31K 0.04%
+10,338
153
$30.6K 0.04%
+195
154
$30.5K 0.04%
+201
155
$29.9K 0.04%
+1,000
156
$29.2K 0.04%
+162
157
$29.2K 0.04%
+2,211
158
$29.1K 0.04%
+307
159
$28.9K 0.04%
+100
160
$28.6K 0.04%
+95
161
$28K 0.04%
+165
162
$27.9K 0.04%
+350
163
$27.9K 0.04%
+300
164
$27.5K 0.04%
+430
165
$27.1K 0.04%
+1,500
166
$26.5K 0.04%
+113
167
$26.4K 0.04%
+200
168
$26.2K 0.04%
+107
169
$25.8K 0.04%
+260
170
$25.8K 0.04%
+3,289
171
$25.6K 0.04%
+1,014
172
$25.5K 0.04%
+80
173
$25.4K 0.04%
+400
174
$25.4K 0.04%
+500
175
$25.2K 0.04%
+76
5 6
7
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