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
76
$751K 0.34%
+19,311
77
$738K 0.33%
+8,495
78
$715K 0.32%
+32,964
79
$707K 0.32%
+13,952
80
$691K 0.31%
+2,301
81
$687K 0.31%
+8,986
82
$676K 0.3%
+10,623
83
$637K 0.29%
+14,616
84
$636K 0.29%
+2,503
85
$626K 0.28%
+6,308
86
$623K 0.28%
+6,159
87
$621K 0.28%
+1,553
88
$615K 0.28%
+3,330
89
$604K 0.27%
+3,109
90
$602K 0.27%
+2,427
91
$591K 0.27%
+6,694
92
$585K 0.26%
+6,416
93
$579K 0.26%
+11,306
94
$578K 0.26%
+6,996
95
$574K 0.26%
+3,173
96
$567K 0.25%
+19,531
97
$566K 0.25%
+11,982
98
$562K 0.25%
+121,825
99
$553K 0.25%
+9,168
100
$543K 0.24%
+1,536
2 3
4
5 6