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
76
$296K 0.28%
1,407
77
$294K 0.27%
1,970
-56
78
$284K 0.26%
2,543
-224
79
$282K 0.26%
871
-110
80
$276K 0.26%
1,188
-32
81
$273K 0.25%
7,555
-194
82
$268K 0.25%
17,458
+422
83
$265K 0.25%
9,267
-267
84
$264K 0.25%
1,951
-80
85
$258K 0.24%
157
-4
86
$255K 0.24%
3,025
-82
87
$254K 0.24%
559
-25
88
$250K 0.23%
3,311
-99
89
$236K 0.22%
+1,640
90
$233K 0.22%
+879
91
$232K 0.22%
1,304
-30
92
$232K 0.22%
20,729
-793
93
$227K 0.21%
4,563
+2
94
$227K 0.21%
1,671
95
$225K 0.21%
1,993
-110
96
$224K 0.21%
3,545
-100
97
$221K 0.21%
467
-4
98
$215K 0.2%
1,391
-35
99
$208K 0.19%
3,152
-120
100
$208K 0.19%
378
-3
1 2 3
4
5