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
$320M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$43.8M
2 +$23.8M
3 +$21.1M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$15.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$14.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.56%
2 Healthcare 0.59%
3 Communication Services 0.5%
4 Financials 0.37%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$205K 0.06%
+1,100