AWAP

Alliance Wealth Advisors (Pennsylvania) Portfolio holdings

AUM $200M
1-Year Est. Return 15.98%
This Quarter Est. Return
1 Year Est. Return
+15.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$4.29M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.05M
5
AAPL icon
Apple
AAPL
+$3.02M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 11.51%
2 Technology 8.68%
3 Communication Services 8.02%
4 Financials 6.69%
5 Industrials 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 1.24%
+33,812
27
$1.14M 1.19%
+4,155
28
$1.06M 1.12%
+4,972
29
$1.04M 1.09%
+28,313
30
$980K 1.03%
+6,020
31
$928K 0.97%
+21,289
32
$857K 0.9%
+20,797
33
$852K 0.89%
+10,293
34
$791K 0.83%
+5,335
35
$778K 0.82%
+4,945
36
$697K 0.73%
+6,465
37
$668K 0.7%
+13,153
38
$663K 0.7%
+3,405
39
$638K 0.67%
+12,728
40
$628K 0.66%
+28,896
41
$619K 0.65%
+28,822
42
$609K 0.64%
+20,094
43
$608K 0.64%
+7,051
44
$576K 0.6%
+9,810
45
$554K 0.58%
+7,366
46
$548K 0.58%
+9,992
47
$538K 0.56%
+6,371
48
$489K 0.51%
+1,840
49
$483K 0.51%
+2,336
50
$481K 0.5%
+7,752
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