Portfolio (Quarterly)
Guide ↗
Choice Wealth Advisors LLC
· CIK 0001842357| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HGER | HARBOR ETF TRUST | — | 398,929.0 | $11.7M | 4.11% | NEW | — | $29.34 | +21.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
51.5%
Consumer Cyclical
34.9%
Financial Services
9.3%
Industrials
2.5%
Utilities
1.1%
Energy
0.8%