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
$224M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$902K
2
+$643K
3
+$592K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$587K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$542K

Top Sells

1
+$340K
2
+$207K
3
+$54.1K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$31.5K
5
CL icon
Colgate-Palmolive
CL
+$30.2K

Sector Composition

1 Financials 1.86%
2 Technology 1.21%
3 Healthcare 0.78%
4 Communication Services 0.69%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$264K 0.12%
+1,165
52
$257K 0.11%
+1,739
53
$251K 0.11%
1,225
54
$233K 0.1%
5,903
+161
55
$231K 0.1%
3,763
+124
56
$220K 0.1%
5,390
+95
57
$212K 0.09%
4,050
58
$212K 0.09%
+3,589
59
$210K 0.09%
+1,283
60
– –
-1,492
1 2
3