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
151
$310K 0.03%
1,591
152
$309K 0.03%
+6,073
153
$306K 0.03%
573
-40
154
$306K 0.03%
1,084
+3
155
$294K 0.03%
+3,450
156
$283K 0.03%
10,840
157
$282K 0.03%
3,943
158
$279K 0.03%
2,063
+169
159
$278K 0.03%
600
-11
160
$277K 0.03%
2,242
-82
161
$277K 0.03%
5,968
162
$276K 0.03%
6,132
163
$276K 0.03%
31,500
+11,500
164
$276K 0.03%
24,761
165
$273K 0.03%
+2,652
166
$272K 0.03%
800
167
$271K 0.03%
1,320
+25
168
$269K 0.03%
4,722
+1
169
$265K 0.02%
4,145
-441
170
$263K 0.02%
18,320
-25,629
171
$262K 0.02%
+1,197
172
$261K 0.02%
143
-5
173
$260K 0.02%
2,419
+38
174
$258K 0.02%
+2,964
175
$258K 0.02%
14,231
+383
5 6
7
8 9