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
151
$444K 0.13%
434
-16
152
$434K 0.13%
2,688
-858
153
$428K 0.13%
6,774
-226
154
$424K 0.12%
6,585
+1,428
155
$421K 0.12%
1,152
-400
156
$418K 0.12%
881
-25
157
$417K 0.12%
21,845
-1,632
158
$415K 0.12%
2,650
-222
159
$410K 0.12%
+5,012
160
$408K 0.12%
1,059
+116
161
$405K 0.12%
7,477
-150
162
$403K 0.12%
2,620
-23
163
$402K 0.12%
5,575
-710
164
$402K 0.12%
3,192
+324
165
$399K 0.12%
1,212
+5
166
$396K 0.12%
3,144
+94
167
$394K 0.12%
+6,132
168
$391K 0.11%
11,029
+949
169
$386K 0.11%
3,852
+213
170
$374K 0.11%
9,015
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171
$373K 0.11%
10,480
+662
172
$367K 0.11%
7,607
-294
173
$365K 0.11%
222
-12
174
$361K 0.11%
+6,872
175
$358K 0.11%
5,685
+241
5 6
7
8 9