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
126
$388K 0.17%
+4,784
127
$387K 0.17%
+5,918
128
$384K 0.17%
+3,071
129
$384K 0.17%
+3,523
130
$383K 0.17%
+2,240
131
$382K 0.17%
+5,731
132
$380K 0.17%
+5,791
133
$380K 0.17%
+5,706
134
$379K 0.17%
+8,811
135
$374K 0.17%
+1,728
136
$367K 0.16%
+12,040
137
$366K 0.16%
+6,617
138
$364K 0.16%
+252
139
$358K 0.16%
+1,215
140
$352K 0.16%
+7,006
141
$351K 0.16%
+3,400
142
$350K 0.16%
+1,535
143
$350K 0.16%
+7,092
144
$349K 0.16%
+5,581
145
$344K 0.15%
+1,929
146
$344K 0.15%
+4,996
147
$342K 0.15%
+2,860
148
$339K 0.15%
+5,128
149
$332K 0.15%
+5,797
150
$331K 0.15%
+2,757
4 5
6
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