AWMG

Alliance Wealth Management Group Portfolio holdings

AUM $393M
1-Year Est. Return 9.13%
This Quarter Est. Return
1 Year Est. Return
+9.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$22.7M
2 +$276K
3 +$257K
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$234K
5
DIS icon
Walt Disney
DIS
+$209K

Top Sells

1 +$1.54M
2 +$588K
3 +$350K
4
GLD icon
SPDR Gold Trust
GLD
+$223K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$204K

Sector Composition

1 Financials 1.27%
2 Healthcare 1.05%
3 Consumer Staples 0.53%
4 Energy 0.46%
5 Utilities 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$209K 0.15%
+2,126
27
$207K 0.15%
+3,000