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
76
$297K 0.31%
+3,492
77
$296K 0.31%
+1,226
78
$292K 0.31%
+7,944
79
$292K 0.31%
+131
80
$276K 0.29%
+1,517
81
$275K 0.29%
+9,115
82
$273K 0.29%
+3,284
83
$263K 0.28%
+6,000
84
$262K 0.28%
+1,721
85
$256K 0.27%
+5,346
86
$255K 0.27%
+2,460
87
$252K 0.26%
+15,375
88
$238K 0.25%
+3,856
89
$236K 0.25%
+6,544
90
$234K 0.25%
+21,822
91
$223K 0.23%
+948
92
$220K 0.23%
+4,917
93
$216K 0.23%
+4,408
94
$216K 0.23%
+3,673
95
$216K 0.23%
+673
96
$214K 0.22%
+7,093
97
$212K 0.22%
+3,827
98
$202K 0.21%
+13,460
99
$159K 0.17%
+10,465
100
$150K 0.16%
+12,975
1 2 3
4
5