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
101
$543K 0.24%
+9,444
102
$538K 0.24%
+1,734
103
$519K 0.23%
+1,716
104
$519K 0.23%
+1,859
105
$505K 0.23%
+2,394
106
$503K 0.23%
+2,803
107
$499K 0.22%
+5,446
108
$497K 0.22%
+4,413
109
$493K 0.22%
+3,676
110
$491K 0.22%
+2,825
111
$487K 0.22%
+1,759
112
$476K 0.21%
+2,633
113
$462K 0.21%
+8,106
114
$457K 0.21%
+3,016
115
$447K 0.2%
+9,930
116
$445K 0.2%
+24,171
117
$440K 0.2%
+1,331
118
$437K 0.2%
+8,709
119
$426K 0.19%
+2,007
120
$424K 0.19%
+4,046
121
$412K 0.19%
+3,584
122
$409K 0.18%
+1,558
123
$408K 0.18%
+13,877
124
$402K 0.18%
+6,218
125
$399K 0.18%
+22,072
3 4
5
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