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
$140M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$572K
3 +$451K
4
JPIE icon
JPMorgan Income ETF
JPIE
+$369K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$315K

Top Sells

1 +$9.96M
2 +$545K
3 +$369K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$315K
5
OLED icon
Universal Display
OLED
+$310K

Sector Composition

1 Technology 7.83%
2 Communication Services 6.36%
3 Financials 6.1%
4 Healthcare 6.01%
5 Energy 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,559
127
-2,543
128
-11,100
129
-2,000
130
0
131
-1,900