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
$350M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.04M
3
+$999K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$655K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$648K

Top Sells

1
+$1.39M
2
+$954K
3
+$429K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$385K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$362K

Sector Composition

1 Technology 2.91%
2 Communication Services 0.68%
3 Healthcare 0.67%
4 Consumer Staples 0.43%
5 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$240K 0.07%
3,252
77
$231K 0.07%
2,327
+36
78
$224K 0.06%
1,360
-42
79
$218K 0.06%
+695
80
$218K 0.06%
+1,546
81
$217K 0.06%
3,702
-199
82
$208K 0.06%
+7,212
83
$202K 0.06%
1,100
84
– –
-735
1 2 3
4