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
51
$2.66M 0.25%
42,919
+2,428
52
$2.63M 0.24%
8,621
-377
53
$2.43M 0.23%
29,137
+15,974
54
$2.29M 0.21%
104,810
-400
55
$2.23M 0.21%
58,694
-1,542
56
$2.21M 0.21%
12,532
-1,031
57
$2.18M 0.2%
108,470
+11,605
58
$2.16M 0.2%
12,237
+1,492
59
$2.14M 0.2%
26,075
60
$1.89M 0.18%
2,559
+70
61
$1.77M 0.17%
9,702
+35
62
$1.76M 0.16%
3,614
-42
63
$1.65M 0.15%
22,673
+2
64
$1.62M 0.15%
22,023
+1
65
$1.54M 0.14%
2,712
+588
66
$1.52M 0.14%
8,553
+120
67
$1.42M 0.13%
7,332
+1,110
68
$1.4M 0.13%
4,622
+74
69
$1.3M 0.12%
+50,101
70
$1.28M 0.12%
4,104
+3,029
71
$1.28M 0.12%
31,126
+9,166
72
$1.26M 0.12%
+11,808
73
$1.24M 0.12%
3,030
-7
74
$1.18M 0.11%
43,048
-679,927
75
$1.12M 0.1%
46,406
-136
1 2
3
4 5