AWAU

Alliance Wealth Advisors (Utah) Portfolio holdings

AUM $462M
1-Year Est. Return 17.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$462M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Sells

1 +$2.78M
2 +$2.77M
3 +$2.69M
4
SHOP icon
Shopify
SHOP
+$2.53M
5
AMZN icon
Amazon
AMZN
+$2.51M

Sector Composition

1 Technology 13.91%
2 Healthcare 7.41%
3 Financials 5.06%
4 Consumer Discretionary 4.95%
5 Industrials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OS
301
OneStream Inc
OS
$4.49B
-13,852
RBIL
302
F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF
RBIL
$40.3M
-21,077