AWMG
Alliance Wealth Management Group Portfolio holdings
AUM
$393M
1-Year Est. Return
9.13%
1 Year Est. Return
+9.13%
AUM
$393M
AUM Growth
+$21.4M
(+5.8%)
Holding
85
Top Buys
| 1 | +$1.81M | |
| 2 | +$1.05M | |
| 3 | +$859K | |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
+$683K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$404K |
Top Sells
| 1 | +$5.02M | |
| 2 | +$1.68M | |
| 3 | +$1.43M | |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
+$706K |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$659K |
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 | |
|---|---|---|---|---|---|---|
76
Walt Disney
DIS
$199B
| $284K | 0.07% |
2,287
|
|
||
77
Public Service Enterprise Group
PEG
$42.3B
| $274K | 0.07% |
3,252
|
|
||
78
Verizon
VZ
$171B
| $248K | 0.06% |
5,723
+13
|
|
||
79
Visa
V
$664B
| $236K | 0.06% |
665
|
|
||
80
UnitedHealth
UNH
$323B
| $231K | 0.06% |
+741
|
|
||
81
Vanguard FTSE All-World ex-US ETF
VEU
$51B
| $225K | 0.06% |
+3,351
|
|
||
82
Bank of New York Mellon
BK
$74.7B
| $219K | 0.06% |
2,400
|
|
||
83
Procter & Gamble
PG
$354B
| $209K | 0.05% |
1,310
|
|
||
84
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.94B
| $208K | 0.05% |
7,110
-251
|
|
||
85
Philip Morris
PM
$246B
| $201K | 0.05% |
3,424
|
|