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
51
$466K 0.49%
+12,135
52
$466K 0.49%
+1,313
53
$466K 0.49%
+1,305
54
$459K 0.48%
+3,890
55
$451K 0.47%
+8,598
56
$450K 0.47%
+6,672
57
$429K 0.45%
+5,576
58
$427K 0.45%
+2,863
59
$403K 0.42%
+9,832
60
$401K 0.42%
+2,556
61
$401K 0.42%
+1,144
62
$396K 0.42%
+1,710
63
$381K 0.4%
+2,262
64
$379K 0.4%
+2,981
65
$363K 0.38%
+3,961
66
$354K 0.37%
+944
67
$346K 0.36%
+8,600
68
$331K 0.35%
+4,835
69
$327K 0.34%
+1,525
70
$325K 0.34%
+6,041
71
$324K 0.34%
+3,700
72
$320K 0.34%
+1,392
73
$319K 0.33%
+21,856
74
$314K 0.33%
+10,737
75
$301K 0.32%
+2,843
1 2
3
4 5