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
$138M
AUM Growth
-$2.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$7.05M
2 +$1.03M
3 +$529K
4
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$377K
5
FSK icon
FS KKR Capital
FSK
+$354K

Top Sells

1 +$5.96M
2 +$389K
3 +$374K
4
JNJ icon
Johnson & Johnson
JNJ
+$325K
5
WMB icon
Williams Companies
WMB
+$297K

Sector Composition

1 Financials 7.06%
2 Technology 7.04%
3 Communication Services 6.41%
4 Healthcare 5.94%
5 Energy 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-9,091
127
-1,212
128
0
129
-1,941
130
-60,894