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
101
$207K 0.19%
4,761
-359
102
$206K 0.19%
+2,860
103
$168K 0.16%
22,351
104
$161K 0.15%
13,950
105
$147K 0.14%
82,129
-4,370
106
$139K 0.13%
19,997
-268
107
$118K 0.11%
10,163
108
– –
-1,156
109
– –
-2,964
110
– –
-3,861
111
– –
-8,831
112
– –
-4,954
113
– –
-4,858
1 2 3 4
5