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
151
$331K 0.15%
+3,336
152
$330K 0.15%
+4,340
153
$329K 0.15%
+8,490
154
$326K 0.15%
+2,718
155
$325K 0.15%
+1,943
156
$318K 0.14%
+3,974
157
$315K 0.14%
+671
158
$313K 0.14%
+1,746
159
$308K 0.14%
+20,845
160
$306K 0.14%
+1,468
161
$303K 0.14%
+2,902
162
$303K 0.14%
+6,839
163
$297K 0.13%
+5,819
164
$295K 0.13%
+7,319
165
$294K 0.13%
+734
166
$281K 0.13%
+7,389
167
$280K 0.13%
+2,163
168
$280K 0.13%
+3,473
169
$277K 0.12%
+1,179
170
$274K 0.12%
+1,621
171
$270K 0.12%
+1,890
172
$269K 0.12%
+1,236
173
$269K 0.12%
+5,758
174
$269K 0.12%
+4,644
175
$268K 0.12%
+2,386
5 6
7
8 9