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
$393M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$1.81M
2 +$1.05M
3 +$859K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$683K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$404K

Sector Composition

1 Technology 2.93%
2 Communication Services 0.91%
3 Financials 0.56%
4 Healthcare 0.49%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DIS icon
76
Walt Disney
DIS
$199B
$284K 0.07%
2,287
PEG icon
77
Public Service Enterprise Group
PEG
$42.3B
$274K 0.07%
3,252
VZ icon
78
Verizon
VZ
$171B
$248K 0.06%
5,723
+13
V icon
79
Visa
V
$664B
$236K 0.06%
665
UNH icon
80
UnitedHealth
UNH
$323B
$231K 0.06%
+741
VEU icon
81
Vanguard FTSE All-World ex-US ETF
VEU
$51B
$225K 0.06%
+3,351
BK icon
82
Bank of New York Mellon
BK
$74.7B
$219K 0.06%
2,400
PG icon
83
Procter & Gamble
PG
$354B
$209K 0.05%
1,310
SPSB icon
84
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.94B
$208K 0.05%
7,110
-251
PM icon
85
Philip Morris
PM
$246B
$201K 0.05%
3,424