AWAU
Alliance Wealth Advisors (Utah) Portfolio holdings
AUM
$427M
1-Year Est. Return
18.03%
1 Year Est. Return
+18.03%
AUM
$427M
AUM Growth
+$10.3M
(+2.5%)
Holding
308
Top Buys
| 1 | +$9.48M | |
| 2 | +$4.96M | |
| 3 | +$4.66M | |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$4.1M |
| 5 |
Broadcom
AVGO
|
+$3.32M |
Top Sells
| 1 | +$10.2M | |
| 2 | +$7.68M | |
| 3 | +$7.62M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$7.02M |
| 5 |
iShares Large Cap Deep Quarterly Laddered ETF
IVVB
|
+$4.74M |
Sector Composition
| 1 | Technology | 22.91% |
| 2 | Healthcare | 10.71% |
| 3 | Financials | 8.3% |
| 4 | Consumer Discretionary | 7.66% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
US Foods
USFD
$16.9B
| – | – |
-3,597
|
|
||
|
VRNA
302
DELISTED
Verona Pharma
VRNA
| – | – |
-3,011
|
|
||
303
Cactus
WHD
$3.16B
| – | – |
-15,827
|
|
||
304
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.16B
| – | – |
-26,143
|
|
||
305
Gartner
IT
$16.7B
| – | – |
-2,325
|
|
||
306
On Holding
ONON
$15.5B
| – | – |
-3,879
|
|
||
307
Triumph Financial Inc
TFIN
$1.43B
| – | – |
-4,252
|
|
||
308
Willis Towers Watson
WTW
$30.3B
| – | – |
-1,113
|
|