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
176
$25K 0.04%
+2,000
177
$24.8K 0.04%
+9,614
178
$24.7K 0.03%
+500
179
$24.4K 0.03%
+381
180
$24.3K 0.03%
+270
181
$23.9K 0.03%
+240
182
$23.2K 0.03%
+5,453
183
$23.1K 0.03%
+1,650
184
$22.8K 0.03%
+750
185
$22.2K 0.03%
+1,125
186
$22.2K 0.03%
+1,200
187
$22K 0.03%
+100
188
$22K 0.03%
+4,767
189
$21.8K 0.03%
+1,089
190
$21.7K 0.03%
+198
191
$21.6K 0.03%
+50
192
$21.5K 0.03%
+28
193
$21.5K 0.03%
+1,921
194
$21.4K 0.03%
+114
195
$21.4K 0.03%
+400
196
$21.4K 0.03%
+1,919
197
$21K 0.03%
+750
198
$20.9K 0.03%
+62
199
$20.9K 0.03%
+1,820
200
$20.8K 0.03%
+100
6 7
8
9 10