AWAP
Alliance Wealth Advisors (Pennsylvania) Portfolio holdings
AUM
$209M
1-Year Est. Return
20.71%
This Fund
S&P 500
1 Year Est. Return
+20.71%
AUM
$209M
AUM Growth
+$8.97M
(+4.5%)
Holding
153
Top Buys
| 1 | +$1.19M | |
| 2 | +$1.15M | |
| 3 | +$804K | |
| 4 |
Salesforce
CRM
|
+$720K |
| 5 |
Vanguard Value ETF
VTV
|
+$656K |
Top Sells
| 1 | +$779K | |
| 2 | +$515K | |
| 3 | +$333K | |
| 4 |
Entergy
ETR
|
+$271K |
| 5 |
JPMorgan Active Value ETF
JAVA
|
+$255K |
Sector Composition
| 1 | Technology | 8.08% |
| 2 | Financials | 8.06% |
| 3 | Communication Services | 7.17% |
| 4 | Healthcare | 3.53% |
| 5 | Industrials | 3.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
MP Materials
MP
$10.4B
| – | – |
0
|
|
||
152
Netflix
NFLX
$406B
| – | – |
-1,840
|
|
||
153
Oracle
ORCL
$418B
| – | – |
-1,185
|
|