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
51
$1.54M 0.69%
+7,812
52
$1.48M 0.66%
+13,570
53
$1.41M 0.63%
+9,609
54
$1.38M 0.62%
+41,883
55
$1.35M 0.61%
+13,441
56
$1.32M 0.59%
+18,469
57
$1.22M 0.55%
+9,013
58
$1.15M 0.52%
+38,689
59
$1.09M 0.49%
+22,899
60
$1.08M 0.49%
+5,076
61
$1.07M 0.48%
+13,058
62
$1.04M 0.47%
+10,354
63
$990K 0.44%
+7,620
64
$965K 0.43%
+42,494
65
$942K 0.42%
+23,039
66
$927K 0.42%
+26,328
67
$917K 0.41%
+18,205
68
$908K 0.41%
+13,410
69
$897K 0.4%
+6,986
70
$866K 0.39%
+11,146
71
$829K 0.37%
+7,288
72
$801K 0.36%
+2,592
73
$783K 0.35%
+21,632
74
$765K 0.34%
+18,441
75
$757K 0.34%
+13,653
1 2
3
4 5