AWAU
Alliance Wealth Advisors (Utah) Portfolio holdings
AUM
$416M
This Quarter Return
+8.01%
1 Year Return
+19.2%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$335M
AUM Growth
+$335M
(+13%)
Cap. Flow
+$19.7M
Cap. Flow
% of AUM
5.89%
Top 10 Holdings %
Top 10 Hldgs %
25.19%
Holding
246
New
16
Increased
154
Reduced
57
Closed
16
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$8.99M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$3.31M |
| 3 |
Simplify Hedged Equity ETF
HEQT
|
$3.23M |
| 4 |
Hershey
HSY
|
$2.56M |
| 5 |
Thermo Fisher Scientific
TMO
|
$1.86M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$5.22M |
| 2 |
Innovator Emerging Markets Power Buffer ETF January
EJAN
|
$4.24M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$4.09M |
| 4 |
PayPal
PYPL
|
$2.79M |
| 5 |
iShares MSCI China ETF
MCHI
|
$2.41M |
Sector Composition
| 1 | Technology | 19.48% |
| 2 | Healthcare | 13.17% |
| 3 | Consumer Discretionary | 10.53% |
| 4 | Financials | 8% |
| 5 | Industrials | 7.33% |
