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
$341M
AUM Growth
+$5.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.02M
3
+$2.96M
4
SHOP icon
Shopify
SHOP
+$2.06M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.92M

Top Sells

1
+$5.33M
2
+$3.23M
3
+$3.14M
4
ADSK icon
Autodesk
ADSK
+$2.86M
5
NFLX icon
Netflix
NFLX
+$2.27M

Sector Composition

1 Technology 19.41%
2 Healthcare 12.59%
3 Consumer Discretionary 9.83%
4 Financials 7.65%
5 Industrials 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.58M 1.05%
10,407
+382
27
$3.58M 1.05%
23,603
+393
28
$3.55M 1.04%
11,704
-222
29
$3.52M 1.03%
33,879
+1,045
30
$3.42M 1%
36,538
+4,251
31
$3.37M 0.99%
14,132
+456
32
$3.33M 0.98%
24,975
+732
33
$3.22M 0.95%
27,983
+1,081
34
$3.1M 0.91%
38,029
+1,009
35
$3M 0.88%
5,891
+208
36
$2.96M 0.87%
+20,771
37
$2.95M 0.87%
23,826
+573
38
$2.89M 0.85%
11,321
+573
39
$2.85M 0.84%
51,133
+21,483
40
$2.84M 0.83%
16,556
+460
41
$2.84M 0.83%
68,823
+3,009
42
$2.82M 0.83%
16,244
+248
43
$2.8M 0.82%
14,393
+537
44
$2.68M 0.79%
34,212
+1,488
45
$2.52M 0.74%
9,634
+306
46
$2.5M 0.73%
13,594
+436
47
$2.46M 0.72%
14,233
+99
48
$2.44M 0.72%
18,923
+405
49
$2.42M 0.71%
9,361
-8
50
$2.41M 0.71%
36,555
+31,253
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