AWAP
Alliance Wealth Advisors (Pennsylvania) Portfolio holdings
AUM
$184M
This Quarter Return
+0.45%
1 Year Return
+14.12%
3 Year Return
+48.16%
5 Year Return
–
10 Year Return
–
AUM
$174M
AUM Growth
+$174M
(+0.44%)
Cap. Flow
+$2.4M
Cap. Flow
% of AUM
1.38%
Top 10 Holdings %
Top 10 Hldgs %
51.08%
Holding
146
New
6
Increased
45
Reduced
50
Closed
3
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$688K |
| 2 |
Vanguard Value ETF
VTV
|
$524K |
| 3 |
Becton Dickinson
BDX
|
$348K |
| 4 |
Tesla
TSLA
|
$326K |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
$274K |
Top Sells
| 1 |
Community Bank
CBU
|
$406K |
| 2 |
Williams Companies
WMB
|
$288K |
| 3 |
CVS Health
CVS
|
$281K |
| 4 |
Walt Disney
DIS
|
$261K |
| 5 |
Oracle
ORCL
|
$204K |
Sector Composition
| 1 | Technology | 8.02% |
| 2 | Financials | 7.8% |
| 3 | Communication Services | 6.49% |
| 4 | Healthcare | 3.67% |
| 5 | Consumer Discretionary | 3.49% |
