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
201
$20.7K 0.03%
+1,196
202
$20.5K 0.03%
+450
203
$20.5K 0.03%
+1,557
204
$20.5K 0.03%
+1,682
205
$20.4K 0.03%
+565
206
$20.3K 0.03%
+729
207
$20.3K 0.03%
+856
208
$20.1K 0.03%
+3,889
209
$20.1K 0.03%
+444
210
$19.8K 0.03%
+57
211
$19.4K 0.03%
+975
212
$19.2K 0.03%
+200
213
$18.2K 0.03%
+465
214
$18K 0.03%
+150
215
$18K 0.03%
+179
216
$17.5K 0.02%
+180
217
$17.4K 0.02%
+950
218
$17.3K 0.02%
+332
219
$17.3K 0.02%
+500
220
$17.3K 0.02%
+418
221
$17.2K 0.02%
+516
222
$17.1K 0.02%
+1,150
223
$17.1K 0.02%
+320
224
$17.1K 0.02%
+2,950
225
$17.1K 0.02%
+244
7 8
9
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