AWMG
Alliance Wealth Management Group Portfolio holdings
AUM
$393M
This Quarter Return
+3.43%
1 Year Return
+9.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
+$118M
(+12%)
Cap. Flow
+$13.9M
Cap. Flow
% of AUM
11.78%
Top 10 Holdings %
Top 10 Hldgs %
95.83%
Holding
41
New
5
Increased
2
Reduced
8
Closed
19
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$41.9M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$18.5M |
| 3 |
SPDR Gold Trust
GLD
|
$8.46M |
| 4 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$609K |
| 5 |
Colgate-Palmolive
CL
|
$526K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$18.6M |
| 2 |
iShares International Developed Real Estate ETF
IFGL
|
$7.81M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.87M |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$5.73M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.83M |
Sector Composition
| 1 | Financials | 1.54% |
| 2 | Healthcare | 1.14% |
| 3 | Utilities | 0.51% |
| 4 | Technology | 0.51% |
| 5 | Consumer Staples | 0.45% |
