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Alliance Wealth Advisors (Utah)’s Clearwater Analytics CWAN Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$638K Buy
29,083
+6,657
+30% +$146K 0.15% 134
2025
Q1 		$601K Buy
+22,426
New +$601K 0.16% 141