AWMG
Alliance Wealth Management Group Portfolio holdings
AUM
$393M
This Quarter Return
+6.2%
1 Year Return
+9.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$393M
AUM Growth
+$393M
(+5.8%)
Cap. Flow
+$161K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
52.73%
Holding
85
New
2
Increased
29
Reduced
25
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$1.81M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.05M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$859K |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$683K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$404K |
Top Sells
Sector Composition
| 1 | Technology | 2.93% |
| 2 | Communication Services | 0.91% |
| 3 | Financials | 0.56% |
| 4 | Healthcare | 0.49% |
| 5 | Consumer Staples | 0.44% |
