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APW
Alliance Private Wealth Portfolio holdings
AUM
$288M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$288M
AUM Growth
+$9.54M
(+3.4%)
Holding
82
Top Buys
| 1 | +$676K | |
| 2 | +$633K | |
| 3 | +$630K | |
| 4 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$601K |
| 5 |
Toyota
TM
|
+$367K |
Top Sells
| 1 | +$2.53M | |
| 2 | +$1.82M | |
| 3 | +$1.64M | |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
+$1.43M |
| 5 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$1.27M |
Sector Composition
| 1 | Technology | 7.82% |
| 2 | Financials | 5.27% |
| 3 | Communication Services | 3.34% |
| 4 | Industrials | 3.06% |
| 5 | Healthcare | 2.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Procter & Gamble
PG
$342B
| $296K | 0.1% |
2,020
|
|
||
77
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.67B
| $292K | 0.1% |
4,195
+1,010
|
|
||
78
Vanguard Small-Cap ETF
VB
$80B
| $232K | 0.08% |
764
-7
|
|
||
79
Chubb
CB
$135B
| $231K | 0.08% |
+677
|
|
||
80
Invesco S&P 500 Equal Weight ETF
RSP
$94.9B
| $226K | 0.08% |
+1,064
|
|
||
81
Meta Platforms (Facebook)
META
$1.7T
| $211K | 0.07% |
374
|
|
||
82
Nike
NKE
$65.7B
| $208K | 0.07% |
5,077
-8
|
|