AWAP
Alliance Wealth Advisors (Pennsylvania) Portfolio holdings
AUM
$212M
1-Year Est. Return
21.38%
This Fund
S&P 500
1 Year Est. Return
+21.38%
AUM
$212M
AUM Growth
+$2.68M
(+1.3%)
Holding
155
Top Buys
| 1 | +$1.77M | |
| 2 | +$1.33M | |
| 3 | +$1.09M | |
| 4 |
Salesforce
CRM
|
+$369K |
| 5 |
Healthpeak Properties
DOC
|
+$336K |
Top Sells
| 1 | +$1.24M | |
| 2 | +$944K | |
| 3 | +$448K | |
| 4 |
BNY
Bank of New York Mellon
BNY
|
+$250K |
| 5 |
Broadcom
AVGO
|
+$249K |
Sector Composition
| 1 | Financials | 7.64% |
| 2 | Communication Services | 7.17% |
| 3 | Technology | 7.07% |
| 4 | Healthcare | 3.64% |
| 5 | Industrials | 3.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
QNC
151
Quantum eMotion
QNC
$711M
| $38.9K | 0.02% |
+17,000
|
|
||
152
Plug Power
PLUG
$5.51B
| $38.3K | 0.02% |
16,958
|
|
||
153
iShares Russell 2000 ETF
IWM
$79.4B
| – | – |
-886
|
|
||
154
MP Materials
MP
$11.5B
| – | – |
0
|
|
||
155
PayPal
PYPL
$39.5B
| – | – |
0
|
|