AWMG

Alliance Wealth Management Group Portfolio holdings

AUM $456M
1-Year Est. Return 12.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
-$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.9M
3
+$3.3M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.64M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.55M

Top Sells

1
+$25.3M
2
+$16.8M
3
+$13.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$11.4M

Sector Composition

1 Financials 1.27%
2 Healthcare 1.09%
3 Technology 0.61%
4 Communication Services 0.49%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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