AWAU
Alliance Wealth Advisors (Utah) Portfolio holdings
AUM
$416M
This Quarter Return
+7.81%
1 Year Return
+19.2%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$223M
AUM Growth
–
Cap. Flow
+$223M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.03%
Holding
216
New
216
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$10.5M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$7.46M |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$5.95M |
| 4 |
Microsoft
MSFT
|
$4.68M |
| 5 |
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% |
