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
76
$416K 0.23%
3,417
-4
77
$414K 0.23%
12,643
78
$413K 0.23%
451
79
$400K 0.22%
1,379
-25
80
$397K 0.22%
5,365
+7
81
$390K 0.22%
5,140
-42
82
$384K 0.22%
17,702
+18
83
$382K 0.21%
7,303
-29
84
$382K 0.21%
3,542
-486
85
$375K 0.21%
16,469
-255
86
$370K 0.21%
3,122
87
$368K 0.21%
1,410
+2
88
$361K 0.2%
2,492
+62
89
$356K 0.2%
22,000
90
$356K 0.2%
1,126
+5
91
$355K 0.2%
7,477
+10
92
$348K 0.19%
+1,535
93
$346K 0.19%
4,328
-29
94
$336K 0.19%
1,500
95
$335K 0.19%
1,396
96
$334K 0.19%
326
-3
97
$333K 0.19%
903
+204
98
$332K 0.19%
900
99
$326K 0.18%
1,660
100
$326K 0.18%
+807
2 3
4
5 6