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
101
$135K 0.14%
+21,025
102
$135K 0.14%
+15,411
103
$129K 0.14%
+15,212
104
$97K 0.1%
+10,163
105
$80K 0.08%
+40,761