AWAU
Alliance Wealth Advisors (Utah) Portfolio holdings
AUM
$416M
This Quarter Return
+1.9%
1 Year Return
+19.2%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$388M
AUM Growth
+$388M
(+1.9%)
Cap. Flow
+$6.37M
Cap. Flow
% of AUM
1.64%
Top 10 Holdings %
Top 10 Hldgs %
21.5%
Holding
271
New
37
Increased
124
Reduced
95
Closed
14
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$4.83M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.55M |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$2.68M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$2.27M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$2M |
Top Sells
Sector Composition
| 1 | Technology | 20.92% |
| 2 | Healthcare | 11.55% |
| 3 | Financials | 9.34% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 7.79% |
