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
51
$2.15M 0.63%
11,786
+378
52
$2.1M 0.62%
15,179
+578
53
$2.1M 0.62%
27,819
+587
54
$2.02M 0.59%
4,488
+56
55
$1.87M 0.55%
27,304
+830
56
$1.85M 0.54%
8,787
+93
57
$1.81M 0.53%
25,495
+899
58
$1.8M 0.53%
22,470
+6,895
59
$1.8M 0.53%
34,035
+1,682
60
$1.75M 0.52%
17,476
+513
61
$1.69M 0.5%
+3,505
62
$1.66M 0.49%
8,802
+251
63
$1.57M 0.46%
32,222
+9,928
64
$1.57M 0.46%
44,728
+415
65
$1.54M 0.45%
6,893
+162
66
$1.5M 0.44%
27,340
+268
67
$1.44M 0.42%
4,751
+394
68
$1.43M 0.42%
14,412
+1,270
69
$1.37M 0.4%
4,618
+135
70
$1.35M 0.4%
3,309
+57
71
$1.26M 0.37%
4,016
-24
72
$1.21M 0.36%
8,592
+373
73
$1.19M 0.35%
5,638
+336
74
$1.16M 0.34%
8,583
+438
75
$1.16M 0.34%
11,656
+410
1 2
3
4 5