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
76
$1.11M 0.1%
1,424
-122
77
$1.1M 0.1%
27,849
+263
78
$1.06M 0.1%
17,659
+6,289
79
$1.04M 0.1%
2,923
+616
80
$1.03M 0.1%
20,531
-300
81
$1.03M 0.1%
8,096
82
$1.02M 0.09%
6,385
+238
83
$959K 0.09%
25,055
-10,371
84
$940K 0.09%
8,613
-52
85
$935K 0.09%
3,944
+993
86
$934K 0.09%
+18,738
87
$900K 0.08%
1,449
+31
88
$862K 0.08%
871
+5
89
$834K 0.08%
8,267
-62
90
$828K 0.08%
+32,100
91
$809K 0.08%
5,295
+84
92
$793K 0.07%
6,765
93
$775K 0.07%
2,630
+35
94
$767K 0.07%
8,579
+500
95
$764K 0.07%
52,158
+1,001
96
$734K 0.07%
28,500
97
$701K 0.07%
6,500
-1,130
98
$694K 0.06%
5,593
-473
99
$683K 0.06%
1,864
-46
100
$676K 0.06%
5,083
-4,594
2 3
4
5 6