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
76
$318K 0.27%
981
77
$313K 0.27%
3,410
+33
78
$309K 0.27%
1,128
-15
79
$308K 0.27%
1,407
-35
80
$298K 0.26%
9,534
81
$296K 0.26%
3,272
+798
82
$296K 0.26%
1,697
-159
83
$293K 0.25%
+1,220
84
$293K 0.25%
7,749
85
$287K 0.25%
2,031
+15
86
$282K 0.24%
161
+1
87
$282K 0.24%
584
+4
88
$278K 0.24%
8,831
+18
89
$269K 0.23%
2,026
-124
90
$269K 0.23%
2,103
+1
91
$263K 0.23%
1,334
92
$243K 0.21%
5,120
-282
93
$242K 0.21%
1,671
-220
94
$242K 0.21%
2,964
+33
95
$240K 0.21%
21,522
+2,912
96
$239K 0.21%
+4,561
97
$237K 0.2%
+3,107
98
$232K 0.2%
+381
99
$232K 0.2%
3,645
100
$226K 0.2%
471
+64
1 2 3
4
5