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
$213M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$526K
2 +$469K
3 +$465K
4
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$442K
5
MLPA icon
Global X MLP ETF
MLPA
+$329K

Sector Composition

1 Financials 1.37%
2 Healthcare 0.96%
3 Technology 0.63%
4 Communication Services 0.34%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,793
77
-2,495
78
-1,200
79
-10,000