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
126
$463K 0.04%
30,576
+1,571
127
$463K 0.04%
3,230
-149
128
$460K 0.04%
13,467
-9,723
129
$455K 0.04%
16,993
-679
130
$444K 0.04%
5,586
131
$437K 0.04%
15,100
-124
132
$432K 0.04%
3,976
133
$429K 0.04%
+3,149
134
$413K 0.04%
1,603
+448
135
$411K 0.04%
+6,650
136
$400K 0.04%
2,423
137
$379K 0.04%
1,655
-2
138
$376K 0.04%
2,710
139
$375K 0.03%
2,943
140
$367K 0.03%
3,930
-210
141
$363K 0.03%
17,496
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142
$359K 0.03%
1,583
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143
$357K 0.03%
3,630
+23
144
$350K 0.03%
334
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145
$348K 0.03%
442
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146
$348K 0.03%
1,128
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147
$345K 0.03%
+2,361
148
$341K 0.03%
1,744
149
$327K 0.03%
+3,133
150
$311K 0.03%
4,486
+32
4 5
6
7 8