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
$307M
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$4.77M
2 +$1.02M
3 +$864K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$800K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$494K

Top Sells

1 +$4.26M
2 +$1.48M
3 +$645K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$569K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$441K

Sector Composition

1 Technology 2.33%
2 Communication Services 0.67%
3 Healthcare 0.56%
4 Consumer Staples 0.42%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,218