AWMG
Alliance Wealth Management Group Portfolio holdings
AUM
$393M
This Quarter Return
+4.59%
1 Year Return
+9.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$294M
AUM Growth
+$294M
(+7.7%)
Cap. Flow
+$8.98M
Cap. Flow
% of AUM
3.05%
Top 10 Holdings %
Top 10 Hldgs %
56.29%
Holding
75
New
4
Increased
31
Reduced
24
Closed
1
Top Buys
| 1 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$2.98M |
| 2 |
iShares Floating Rate Bond ETF
FLOT
|
$1.51M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.35M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.15M |
| 5 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$978K |
Top Sells
Sector Composition
| 1 | Technology | 2.23% |
| 2 | Healthcare | 0.63% |
| 3 | Communication Services | 0.44% |
| 4 | Consumer Staples | 0.44% |
| 5 | Financials | 0.33% |
