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
176
$254K 0.02%
+2,767
177
$253K 0.02%
2,246
+5
178
$252K 0.02%
+2,059
179
$251K 0.02%
1,344
-15
180
$249K 0.02%
3,005
181
$242K 0.02%
8,432
182
$240K 0.02%
2,394
-8
183
$238K 0.02%
12,389
184
$237K 0.02%
+796
185
$237K 0.02%
+1,555
186
$236K 0.02%
1,738
+75
187
$230K 0.02%
3,000
188
$229K 0.02%
857
-25
189
$227K 0.02%
+321
190
$225K 0.02%
2,391
+22
191
$222K 0.02%
3,002
+26
192
$220K 0.02%
+275
193
$218K 0.02%
+408
194
$217K 0.02%
2,538
-154
195
$215K 0.02%
+2,536
196
$210K 0.02%
1,555
-342
197
$204K 0.02%
+1,059
198
$200K 0.02%
+516
199
$151K 0.01%
18,288
200
$81.3K 0.01%
11,000
5 6 7
8
9