AWAP
Alliance Wealth Advisors (Pennsylvania) Portfolio holdings
AUM
$184M
This Quarter Return
-1.33%
1 Year Return
+14.12%
3 Year Return
+48.16%
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(-1.8%)
Cap. Flow
+$721K
Cap. Flow
% of AUM
0.6%
Top 10 Holdings %
Top 10 Hldgs %
40.94%
Holding
125
New
10
Increased
46
Reduced
49
Closed
9
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$1.88M |
| 2 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$1.85M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$577K |
| 4 |
Walt Disney
DIS
|
$532K |
| 5 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$488K |
Top Sells
| 1 |
Lowe's Companies
LOW
|
$1.29M |
| 2 |
CVS Health
CVS
|
$959K |
| 3 |
Schlumberger
SLB
|
$717K |
| 4 |
Gabelli Dividend & Income Trust
GDV
|
$651K |
| 5 |
Chevron
CVX
|
$633K |
Sector Composition
| 1 | Healthcare | 8.71% |
| 2 | Technology | 8.61% |
| 3 | Financials | 7.48% |
| 4 | Communication Services | 6.97% |
| 5 | Energy | 6.81% |
