AWAU
Alliance Wealth Advisors (Utah) Portfolio holdings
AUM
$416M
1-Year Est. Return
19.2%
1 Year Est. Return
+19.2%
AUM
$383M
AUM Growth
-$4.38M
(-1.1%)
Holding
280
Top Buys
| 1 | +$4.24M | |
| 2 | +$3.52M | |
| 3 | +$3.2M | |
| 4 |
Aon
AON
|
+$2.38M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$1.75M |
Top Sells
| 1 | +$3.44M | |
| 2 | +$2.97M | |
| 3 | +$2.22M | |
| 4 |
iShares MSCI India ETF
INDA
|
+$2.13M |
| 5 |
Global X Defense Tech ETF
SHLD
|
+$1.84M |
Sector Composition
| 1 | Technology | 18.43% |
| 2 | Healthcare | 12.31% |
| 3 | Financials | 9.95% |
| 4 | Consumer Discretionary | 7.97% |
| 5 | Industrials | 7.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SUM
276
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| – | – |
-18,263
|
|
||
277
Galicia Financial Group
GGAL
$5.22B
| – | – |
-3,498
|
|
||
278
Globant
GLOB
$2.54B
| – | – |
-1,263
|
|
||
|
279
iShares MSCI India ETF
INDA
$9.57B
| – | – |
-40,556
|
|
||
280
KBR
KBR
$5.59B
| – | – |
-11,275
|
|