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
101
$647K 0.06%
2,693
+3
102
$626K 0.06%
+4,871
103
$620K 0.06%
5,628
+5
104
$618K 0.06%
8,729
+90
105
$611K 0.06%
1,087
-372
106
$594K 0.06%
26,714
+512
107
$593K 0.06%
6,066
+2,393
108
$576K 0.05%
2,635
-10
109
$556K 0.05%
3,945
+84
110
$542K 0.05%
7,817
+317
111
$536K 0.05%
20,500
112
$535K 0.05%
11,307
-111
113
$535K 0.05%
1,676
+46
114
$527K 0.05%
2,840
+26
115
$515K 0.05%
1,622
+36
116
$509K 0.05%
9,723
117
$493K 0.05%
2,995
118
$491K 0.05%
3,670
+140
119
$491K 0.05%
2,275
+200
120
$490K 0.05%
1,117
+38
121
$488K 0.05%
6,165
+3,329
122
$487K 0.05%
1,760
-1,192
123
$482K 0.04%
1,352
-2
124
$479K 0.04%
20,092
-7,593
125
$477K 0.04%
5,240
-3,435
3 4
5
6 7