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
176
$354K 0.1%
3,962
+79
177
$348K 0.1%
2,544
-149
178
$347K 0.1%
3,038
+148
179
$341K 0.1%
1,963
-155
180
$335K 0.1%
+4,774
181
$334K 0.1%
+3,454
182
$334K 0.1%
8,420
-903
183
$334K 0.1%
+2,725
184
$330K 0.1%
1,349
-48
185
$323K 0.09%
8,132
+318
186
$319K 0.09%
2,052
-197
187
$312K 0.09%
2,186
-113
188
$310K 0.09%
7,918
+624
189
$305K 0.09%
2,943
-149
190
$303K 0.09%
7,003
-210
191
$295K 0.09%
10,551
-1,378
192
$295K 0.09%
1,950
-80
193
$290K 0.09%
1,515
-51
194
$285K 0.08%
1,555
-51
195
$285K 0.08%
2,303
-96
196
$285K 0.08%
1,433
-51
197
$283K 0.08%
4,929
+1,111
198
$280K 0.08%
+15,480
199
$272K 0.08%
1,173
+29
200
$264K 0.08%
4,936
+236
6 7
8
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