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
$174M
AUM Growth
+$762K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$688K
2
+$524K
3
+$348K
4
TSLA icon
Tesla
TSLA
+$326K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$274K

Top Sells

1
+$406K
2
+$288K
3
+$281K
4
DIS icon
Walt Disney
DIS
+$261K
5
ORCL icon
Oracle
ORCL
+$204K

Sector Composition

1 Technology 8.02%
2 Financials 7.8%
3 Communication Services 6.49%
4 Healthcare 3.67%
5 Consumer Discretionary 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$671K 0.38%
3,325
52
$654K 0.37%
20,153
+570
53
$644K 0.36%
1,927
54
$636K 0.36%
1,111
55
$629K 0.35%
6,040
56
$629K 0.35%
14,304
-123
57
$570K 0.32%
738
-50
58
$565K 0.32%
1,407
59
$564K 0.32%
14,712
-249
60
$527K 0.29%
106
-18
61
$520K 0.29%
4,133
62
$519K 0.29%
8,332
-139
63
$501K 0.28%
3,263
64
$487K 0.27%
2,595
65
$482K 0.27%
24,619
66
$473K 0.26%
5,180
-718
67
$471K 0.26%
10,696
68
$469K 0.26%
10,803
+27
69
$461K 0.26%
11,200
70
$461K 0.26%
1,589
-11
71
$453K 0.25%
8,600
72
$441K 0.25%
908
-6
73
$440K 0.25%
2,283
-29
74
$431K 0.24%
21,759
-110
75
$427K 0.24%
4,721
+309
1 2
3
4 5