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
176
$267K 0.12%
+1,803
177
$266K 0.12%
+9,363
178
$264K 0.12%
+2,475
179
$262K 0.12%
+3,527
180
$259K 0.12%
+4,984
181
$253K 0.11%
+3,507
182
$253K 0.11%
+4,452
183
$252K 0.11%
+1,204
184
$252K 0.11%
+3,748
185
$251K 0.11%
+2,063
186
$250K 0.11%
+8,323
187
$249K 0.11%
+11,179
188
$248K 0.11%
+8,117
189
$244K 0.11%
+1,900
190
$241K 0.11%
+2,930
191
$241K 0.11%
+4,767
192
$241K 0.11%
+1,173
193
$240K 0.11%
+2,843
194
$240K 0.11%
+3,090
195
$234K 0.11%
+482
196
$234K 0.11%
+2,336
197
$231K 0.1%
+2,216
198
$231K 0.1%
+9,119
199
$230K 0.1%
+6,227
200
$230K 0.1%
+19,056
5 6 7
8
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