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
$107M
AUM Growth
-$8.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$263K
2
+$241K
3
+$236K
4
TSLA icon
Tesla
TSLA
+$233K
5
SCHW icon
Charles Schwab
SCHW
+$206K

Top Sells

1
+$320K
2
+$297K
3
+$278K
4
TSM icon
TSMC
TSM
+$242K
5
EXC icon
Exelon
EXC
+$225K

Sector Composition

1 Healthcare 8.82%
2 Communication Services 6.61%
3 Financials 6.51%
4 Technology 6.48%
5 Energy 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$993K 0.92%
14,954
+897
27
$984K 0.92%
38,192
-1,775
28
$875K 0.81%
24,442
-86
29
$861K 0.8%
10,367
-86
30
$841K 0.78%
7,445
-78
31
$822K 0.77%
6,124
-142
32
$773K 0.72%
4,732
-25
33
$766K 0.71%
15,272
-6,371
34
$754K 0.7%
4,614
-69
35
$728K 0.68%
16,643
-123
36
$722K 0.67%
1,870
-28
37
$697K 0.65%
27,511
-1,489
38
$656K 0.61%
5,422
+100
39
$634K 0.59%
12,381
40
$597K 0.56%
3,725
-165
41
$596K 0.55%
10,639
-170
42
$587K 0.55%
6,040
43
$552K 0.51%
1,941
-51
44
$546K 0.51%
4,027
+17
45
$540K 0.5%
5,169
-144
46
$534K 0.5%
7,726
-111
47
$505K 0.47%
16,728
+67
48
$503K 0.47%
1,882
49
$497K 0.46%
15,533
+58
50
$462K 0.43%
12,664
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