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Home > Institutional Investor > Alliance Wealth Management Group > Profile

Instuitional Investor - Alliance Wealth Management Group

Fund Profile
Filing Period:
Fund Name: Alliance Wealth Management Group
Portfolio Value $371,308,232
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,206,512 $48,719,795 13.12%
2.
Schwab Strategic Trust
 FNDF 1,089,446 $25,231,579 6.8%
3.
Ishares Trust
 IEF 38,025 $21,366,188 5.75%
4.
Spdr Ser Tr
 668,984 $20,618,085 5.55%
5.
Schwab Strategic Trust
 FNDF 851,584 $16,844,332 4.54%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)