AWAP
Alliance Wealth Advisors (Pennsylvania) Portfolio holdings
AUM
$184M
This Quarter Return
-0.78%
1 Year Return
+14.12%
3 Year Return
+48.16%
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
+$1.71M
(+1.5%)
Cap. Flow
+$2.68M
Cap. Flow
% of AUM
2.37%
Top 10 Holdings %
Top 10 Hldgs %
39.95%
Holding
120
New
6
Increased
47
Reduced
46
Closed
2
Top Buys
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$291K |
| 2 |
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
|
$267K |
| 3 |
Prudential Financial
PRU
|
$218K |
| 4 |
PPL Corp
PPL
|
$165K |
| 5 |
Broadcom
AVGO
|
$162K |
Sector Composition
| 1 | Healthcare | 9.17% |
| 2 | Technology | 8.34% |
| 3 | Financials | 8.04% |
| 4 | Communication Services | 7.72% |
| 5 | Energy | 6.49% |
