AWMG
Alliance Wealth Management Group Portfolio holdings
AUM
$393M
This Quarter Return
+2.5%
1 Year Return
+9.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$202M
AUM Growth
+$202M
(-49%)
Cap. Flow
-$200M
Cap. Flow
% of AUM
-99.05%
Top 10 Holdings %
Top 10 Hldgs %
57.23%
Holding
98
New
14
Increased
–
Reduced
58
Closed
26
Top Buys
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$26M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$16.8M |
| 3 |
Schwab International Equity ETF
SCHF
|
$13.8M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$12.9M |
| 5 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$11.3M |
Sector Composition
| 1 | Financials | 1.27% |
| 2 | Healthcare | 1.09% |
| 3 | Technology | 0.61% |
| 4 | Communication Services | 0.49% |
| 5 | Consumer Staples | 0.39% |
