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
201
$226K 0.1%
+414
202
$224K 0.1%
+3,213
203
$216K 0.1%
+6,419
204
$212K 0.1%
+6,059
205
$211K 0.09%
+2,829
206
$209K 0.09%
+2,034
207
$209K 0.09%
+2,179
208
$208K 0.09%
+2,235
209
$207K 0.09%
+2,268
210
$205K 0.09%
+10,109
211
$203K 0.09%
+5,181
212
$202K 0.09%
+7,642
213
$138K 0.06%
+22,104
214
$52K 0.02%
+10,315
215
$48.9K 0.02%
+11,424
216
$46.8K 0.02%
+22,068