AWMG
Alliance Wealth Management Group Portfolio holdings
AUM
$393M
This Quarter Return
+3.98%
1 Year Return
+9.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
85.51%
Holding
36
New
36
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$18.6M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$14.8M |
| 3 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$14.7M |
| 4 |
iShares International Developed Real Estate ETF
IFGL
|
$7.81M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$7.19M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 2.13% |
| 2 | Healthcare | 1.25% |
| 3 | Technology | 0.53% |
| 4 | Utilities | 0.47% |
| 5 | Industrials | 0.28% |
