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
$121M
AUM Growth
-$2.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.85M
3
+$577K
4
DIS icon
Walt Disney
DIS
+$532K
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$488K

Top Sells

1
+$1.29M
2
+$959K
3
+$717K
4
GDV icon
Gabelli Dividend & Income Trust
GDV
+$651K
5
CVX icon
Chevron
CVX
+$633K

Sector Composition

1 Healthcare 8.71%
2 Technology 8.61%
3 Financials 7.48%
4 Communication Services 6.97%
5 Energy 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$364K 0.3%
+3,281
77
$357K 0.3%
7,749
+1,277
78
$354K 0.29%
2,766
79
$342K 0.28%
1,143
-630
80
$340K 0.28%
7,422
+481
81
$339K 0.28%
+3,377
82
$325K 0.27%
8,813
+15
83
$321K 0.27%
2,102
-18
84
$319K 0.26%
+9,534
85
$316K 0.26%
879
-54
86
$315K 0.26%
18,610
-608
87
$314K 0.26%
1,891
+163
88
$312K 0.26%
2,016
+46
89
$309K 0.26%
+3,645
90
$306K 0.25%
2,931
+529
91
$306K 0.25%
5,402
-301
92
$296K 0.25%
1,334
-31
93
$286K 0.24%
19,215
-1,893
94
$285K 0.24%
580
-122
95
$281K 0.23%
981
96
$271K 0.22%
2,150
+305
97
$271K 0.22%
4,858
+78
98
$262K 0.22%
1,426
+247
99
$255K 0.21%
3,759
+354
100
$244K 0.2%
3,827
-87
1 2 3
4
5