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
51
$460K 0.43%
5,739
+233
52
$458K 0.43%
15,617
+1,258
53
$457K 0.43%
2,827
-63
54
$457K 0.43%
11,373
-681
55
$431K 0.4%
11,348
-154
56
$420K 0.39%
4,520
-100
57
$397K 0.37%
12,690
58
$397K 0.37%
787
-14
59
$386K 0.36%
2,131
-65
60
$385K 0.36%
2,595
61
$381K 0.35%
3,961
+41
62
$377K 0.35%
9,340
-51
63
$371K 0.35%
2,483
-8
64
$368K 0.34%
7,854
+160
65
$358K 0.33%
1,587
-33
66
$352K 0.33%
4,270
-100
67
$351K 0.33%
6,198
-150
68
$351K 0.33%
8,600
69
$346K 0.32%
2,412
-89
70
$340K 0.32%
4,786
-759
71
$337K 0.31%
4,263
-70
72
$321K 0.3%
3,975
-97
73
$315K 0.29%
1,365
-110
74
$309K 0.29%
1,645
-52
75
$301K 0.28%
1,091
-37
1 2
3
4 5