AWAP
Alliance Wealth Advisors (Pennsylvania) Portfolio holdings
AUM
$200M
1-Year Est. Return
15.98%
1 Year Est. Return
+15.98%
AUM
$200M
AUM Growth
+$16.6M
(+9%)
Holding
152
Top Buys
| 1 | +$1.02M | |
| 2 | +$719K | |
| 3 | +$483K | |
| 4 |
Vanguard Value ETF
VTV
|
+$353K |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$297K |
Top Sells
| 1 | +$727K | |
| 2 | +$250K | |
| 3 | +$213K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$127K |
| 5 |
TSMC
TSM
|
+$117K |
Sector Composition
| 1 | Technology | 8.29% |
| 2 | Financials | 7.67% |
| 3 | Communication Services | 7.05% |
| 4 | Industrials | 3.5% |
| 5 | Healthcare | 3.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
CarMax
KMX
$6.35B
| – | – |
-3,722
|
|
||
152
Energy Transfer Partners
ET
$57.3B
| – | – |
-11,751
|
|