AWA

Amplius Wealth Advisors Portfolio holdings

AUM $1.19B
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$10M
3
+$7.37M
4
CB icon
Chubb
CB
+$4.98M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$4.63M

Top Sells

1
+$18.7M
2
+$7.09M
3
+$5M
4
IOO icon
iShares Global 100 ETF
IOO
+$4.07M
5
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$1.84M

Sector Composition

1 Financials 7.37%
2 Technology 2.73%
3 Communication Services 0.99%
4 Industrials 0.79%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 1.07%
121,265
-86
27
$8.75M 0.81%
64,771
+3,573
28
$7.45M 0.69%
145,347
+9,589
29
$7.37M 0.69%
+144,551
30
$7.34M 0.68%
40,400
-1,542
31
$7.1M 0.66%
11,490
+240
32
$6.98M 0.65%
123,726
-1,662
33
$5.81M 0.54%
11,683
+319
34
$5.64M 0.52%
27,558
+22
35
$5.61M 0.52%
13,202
+210
36
$5.56M 0.52%
163,302
-22,362
37
$4.48M 0.42%
71,850
-7,090
38
$4.39M 0.41%
56,811
+16,290
39
$4.23M 0.39%
151,785
-254,615
40
$4.16M 0.39%
53,849
-5,117
41
$4.06M 0.38%
13,033
+4,153
42
$3.98M 0.37%
80,240
-8,489
43
$3.86M 0.36%
19,596
+2,401
44
$3.74M 0.35%
17,028
+2,977
45
$3.64M 0.34%
5
46
$3.42M 0.32%
95,717
-447
47
$3.41M 0.32%
32,717
48
$3.31M 0.31%
20,936
+2,857
49
$2.89M 0.27%
10,502
-272
50
$2.8M 0.26%
9,649
-1,489
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