AWAU
Alliance Wealth Advisors (Utah) Portfolio holdings
AUM
$416M
1-Year Est. Return
19.2%
1 Year Est. Return
+19.2%
AUM
$416M
AUM Growth
+$33M
(+8.6%)
Holding
292
Top Buys
| 1 | +$20.6M | |
| 2 | +$10.2M | |
| 3 | +$5.22M | |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$4.84M |
| 5 |
Accenture
ACN
|
+$2.87M |
Top Sells
| 1 | +$15.2M | |
| 2 | +$10.5M | |
| 3 | +$6.42M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$3.71M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$3.2M |
Sector Composition
| 1 | Technology | 21.3% |
| 2 | Financials | 11.92% |
| 3 | Healthcare | 10.9% |
| 4 | Industrials | 7.31% |
| 5 | Communication Services | 6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
| – | – |
-26,675
|
|
||
277
Harbor Commodity All-Weather Strategy ETF
HGER
$725M
| – | – |
-42,294
|
|
||
278
Hershey
HSY
$38.1B
| – | – |
-14,916
|
|
||
279
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
| – | – |
-30,030
|
|
||
280
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
| – | – |
-300,569
|
|
||
281
LyondellBasell Industries
LYB
$14.9B
| – | – |
-4,385
|
|
||
282
Sprott Physical Gold
PHYS
$15B
| – | – |
-15,410
|
|
||
283
ResMed
RMD
$39.1B
| – | – |
-1,310
|
|
||
284
Saia
SAIA
$8.17B
| – | – |
-787
|
|
||
285
Schwab US Dividend Equity ETF
SCHD
$70B
| – | – |
-10,620
|
|
||
286
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
| – | – |
-3,360
|
|
||
287
Teledyne Technologies
TDY
$26.4B
| – | – |
-878
|
|
||
|
288
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
| – | – |
-35,123
|
|
||
289
Werner Enterprises
WERN
$1.67B
| – | – |
-14,528
|
|
||
290
Walmart
WMT
$859B
| – | – |
-7,266
|
|
||
291
West Pharmaceutical
WST
$19.5B
| – | – |
-1,206
|
|
||
292
Amazon
AMZN
$2.27T
| – | – |
-54,966
|
|