AWAU

Alliance Wealth Advisors (Utah) Portfolio holdings

AUM $416M
1-Year Est. Return 19.2%
This Quarter Est. Return
1 Year Est. Return
+19.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.46M
3
+$5.95M
4
MSFT icon
Microsoft
MSFT
+$4.68M
5
AMZN icon
Amazon
AMZN
+$4.59M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.56%
2 Healthcare 13.59%
3 Consumer Discretionary 8.28%
4 Financials 7.89%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.34M 1.05%
+8,881
27
$2.32M 1.04%
+14,326
28
$2.27M 1.02%
+12,139
29
$2.21M 0.99%
+7,167
30
$2.19M 0.98%
+16,955
31
$2.15M 0.97%
+25,711
32
$2.04M 0.92%
+5,314
33
$2.02M 0.91%
+51,367
34
$1.97M 0.89%
+23,807
35
$1.96M 0.88%
+16,735
36
$1.88M 0.84%
+20,041
37
$1.85M 0.83%
+3,357
38
$1.84M 0.83%
+13,061
39
$1.8M 0.81%
+26,357
40
$1.79M 0.8%
+7,836
41
$1.77M 0.8%
+7,103
42
$1.76M 0.79%
+16,037
43
$1.73M 0.78%
+18,050
44
$1.7M 0.76%
+38,632
45
$1.68M 0.76%
+5,008
46
$1.67M 0.75%
+26,337
47
$1.65M 0.74%
+19,355
48
$1.65M 0.74%
+16,985
49
$1.64M 0.74%
+24,967
50
$1.6M 0.72%
+18,671
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