AWMG
Alliance Wealth Management Group Portfolio holdings
AUM
$393M
This Quarter Return
+1.17%
1 Year Return
+9.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$350M
AUM Growth
+$350M
(+2.8%)
Cap. Flow
+$7.02M
Cap. Flow
% of AUM
2%
Top 10 Holdings %
Top 10 Hldgs %
54.49%
Holding
84
New
5
Increased
34
Reduced
24
Closed
1
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.36M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.04M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$999K |
| 4 |
NVIDIA
NVDA
|
$828K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$655K |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$1.39M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$954K |
| 3 |
Apple
AAPL
|
$429K |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$385K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$362K |
Sector Composition
| 1 | Technology | 2.91% |
| 2 | Communication Services | 0.68% |
| 3 | Healthcare | 0.67% |
| 4 | Consumer Staples | 0.43% |
| 5 | Financials | 0.4% |
