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
$116M
AUM Growth
-$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$1.25M
3
+$1.25M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$317K
5
APD icon
Air Products & Chemicals
APD
+$293K

Top Sells

1
+$1.14M
2
+$588K
3
+$387K
4
FE icon
FirstEnergy
FE
+$340K
5
TSLA icon
Tesla
TSLA
+$316K

Sector Composition

1 Healthcare 9.15%
2 Technology 7.26%
3 Communication Services 6.73%
4 Financials 6.25%
5 Energy 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$519K 0.45%
15,475
+2,438
52
$519K 0.45%
16,661
-1,668
53
$514K 0.44%
1,882
54
$502K 0.43%
5,506
+828
55
$495K 0.43%
4,620
-23
56
$477K 0.41%
2,196
+20
57
$472K 0.41%
12,054
-161
58
$430K 0.37%
7,694
59
$429K 0.37%
3,920
60
$427K 0.37%
5,545
-234
61
$416K 0.36%
2,595
62
$414K 0.36%
12,690
-1,206
63
$411K 0.36%
801
+10
64
$401K 0.35%
6,348
65
$394K 0.34%
1,620
66
$393K 0.34%
2,491
-575
67
$392K 0.34%
9,391
68
$384K 0.33%
4,370
69
$365K 0.32%
4,072
+791
70
$364K 0.31%
1,475
-374
71
$362K 0.31%
2,501
+9
72
$357K 0.31%
17,036
-4,946
73
$339K 0.29%
8,600
74
$330K 0.29%
4,333
-2
75
$328K 0.28%
2,767
+1
1 2
3
4 5