AWAP

Alliance Wealth Advisors (Pennsylvania) Portfolio holdings

AUM $209M
1-Year Est. Return 20.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$898K
3
+$466K
4
DISH
DISH Network Corp.
DISH
+$449K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$290K

Top Sells

1
+$3.6M
2
+$2.32M
3
+$1.09M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$363K
5
D icon
Dominion Energy
D
+$335K

Sector Composition

1 Financials 7.68%
2 Technology 7.36%
3 Communication Services 6.57%
4 Healthcare 5.46%
5 Energy 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$48.6K 0.03%
10,899
-400
127
– –
-498
128
– –
-3,690
129
– –
-7,505
130
– –
-7,477
131
– –
-38,202
132
– –
-8,175
133
– –
0
134
– –
-6,993
2 3 4 5
6