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
$113M
AUM Growth
+$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$845K
2
+$469K
3
+$301K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$263K
5
VB icon
Vanguard Small-Cap ETF
VB
+$244K

Top Sells

1
+$291K
2
+$267K
3
+$218K
4
PPL icon
PPL Corp
PPL
+$165K
5
AVGO icon
Broadcom
AVGO
+$162K

Sector Composition

1 Healthcare 9.17%
2 Technology 8.34%
3 Financials 8.04%
4 Communication Services 7.72%
5 Energy 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$582K 0.52%
2,973
+9
52
$567K 0.5%
7,770
-182
53
$534K 0.47%
26,170
-69
54
$528K 0.47%
3,227
+228
55
$515K 0.46%
1,886
+1
56
$512K 0.45%
3,840
57
$504K 0.45%
2,767
-42
58
$481K 0.43%
10,372
-675
59
$478K 0.42%
4,209
-113
60
$469K 0.42%
+12,853
61
$463K 0.41%
1,932
+19
62
$463K 0.41%
1,185
+14
63
$443K 0.39%
2,556
64
$432K 0.38%
9,481
-233
65
$431K 0.38%
4,412
-146
66
$431K 0.38%
1,788
+184
67
$422K 0.37%
4,335
68
$419K 0.37%
8,600
69
$409K 0.36%
4,023
-40
70
$395K 0.35%
6,668
+5
71
$387K 0.34%
1,414
+188
72
$368K 0.33%
5,737
-15
73
$366K 0.32%
154
+4
74
$356K 0.32%
1,676
-31
75
$351K 0.31%
7,694
-250
1 2
3
4 5