FWA
Freedom Wealth Alliance Portfolio holdings
AUM
$60.8M
This Quarter Return
+5.33%
1 Year Return
+14.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$71.6M
AUM Growth
+$71.6M
(+7.6%)
Cap. Flow
+$1.43M
Cap. Flow
% of AUM
1.99%
Top 10 Holdings %
Top 10 Hldgs %
70%
Holding
69
New
6
Increased
19
Reduced
34
Closed
5
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$3.84M |
| 2 |
abrdn Physical Gold Shares ETF
SGOL
|
$473K |
| 3 |
Amplify High Income ETF
YYY
|
$462K |
| 4 |
NVIDIA
NVDA
|
$265K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$254K |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$3.82M |
| 2 |
MGE Energy Inc
MGEE
|
$214K |
| 3 |
First Trust Capital Strength ETF
FTCS
|
$212K |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$212K |
| 5 |
Qualcomm
QCOM
|
$207K |
Sector Composition
| 1 | Technology | 8.43% |
| 2 | Industrials | 1.85% |
| 3 | Financials | 1.77% |
| 4 | Consumer Discretionary | 0.99% |
| 5 | Utilities | 0.97% |
