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
$374M
AUM Growth
-$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.74M
3
+$1.52M
4
AAPL icon
Apple
AAPL
+$834K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$738K

Top Sells

1
+$1.87M
2
+$1.14M
3
+$681K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$340K
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$304K

Sector Composition

1 Technology 3.41%
2 Communication Services 0.86%
3 Financials 0.5%
4 Healthcare 0.49%
5 Consumer Discretionary 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$258K 0.07%
1,546
77
$240K 0.06%
+1,214
78
$232K 0.06%
+633
79
$228K 0.06%
1,360
80
$228K 0.06%
+5,696
81
$215K 0.06%
7,394
+51
82
$210K 0.06%
+665
83
$205K 0.05%
+230
84
– –
-1,100
85
– –
-3,576
86
– –
-2,232
1 2 3
4