AWMG
Alliance Wealth Management Group Portfolio holdings
AUM
$393M
1-Year Est. Return
9.13%
1 Year Est. Return
+9.13%
AUM
$371M
AUM Growth
-$2.37M
(-0.63%)
Holding
85
Top Buys
| 1 | +$912K | |
| 2 | +$887K | |
| 3 | +$873K | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$837K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$757K |
Top Sells
| 1 | +$1.54M | |
| 2 | +$1.39M | |
| 3 | +$355K | |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
+$346K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$342K |
Sector Composition
| 1 | Technology | 2.88% |
| 2 | Communication Services | 0.83% |
| 3 | Financials | 0.54% |
| 4 | Healthcare | 0.5% |
| 5 | Consumer Staples | 0.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Visa
V
$664B
| $233K | 0.06% |
665
|
|
||
77
Walt Disney
DIS
$199B
| $226K | 0.06% |
2,287
-43
|
|
||
78
Procter & Gamble
PG
$354B
| $223K | 0.06% |
1,310
-50
|
|
||
79
Oracle
ORCL
$830B
| $216K | 0.06% |
1,546
|
|
||
80
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.94B
| $215K | 0.06% |
7,361
-33
|
|
||
81
Netflix
NFLX
$510B
| $214K | 0.06% |
230
|
|
||
82
Philip Morris
PM
$246B
| $206K | 0.06% |
+3,424
|
|
||
83
Bank of New York Mellon
BK
$74.7B
| $201K | 0.05% |
+2,400
|
|
||
84
GoDaddy
GDDY
$17.8B
| – | – |
-1,214
|
|
||
85
Vanguard S&P 500 Growth ETF
VOOG
$20.3B
| – | – |
-633
|
|