AWA
Amplius Wealth Advisors Portfolio holdings
AUM
$1.16B
1-Year Est. Return
12.78%
1 Year Est. Return
+12.78%
AUM
$1.16B
AUM Growth
+$81.7M
(+7.6%)
Holding
208
Top Buys
| 1 | +$235M | |
| 2 | +$48.2M | |
| 3 | +$31.3M | |
| 4 |
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
|
+$4.6M |
| 5 |
Goldman Sachs Access Ultra Short Bond ETF
GSST
|
+$4.59M |
Top Sells
| 1 | +$94.3M | |
| 2 | +$34.8M | |
| 3 | +$28.5M | |
| 4 |
Harbor International Compounders ETF
OSEA
|
+$27.5M |
| 5 |
CPSL
Calamos Laddered S&P 500 Structured Alt Protection ETF
CPSL
|
+$20.2M |
Sector Composition
| 1 | Financials | 6.4% |
| 2 | Technology | 2.03% |
| 3 | Communication Services | 0.73% |
| 4 | Industrials | 0.55% |
| 5 | Consumer Discretionary | 0.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
ASML
ASML
$431B
| – | – |
-275
|
|
||
202
Blackrock
BLK
$166B
| – | – |
-334
|
|
||
203
Boston Scientific
BSX
$137B
| – | – |
-2,419
|
|
||
204
Citigroup
C
$196B
| – | – |
-3,450
|
|
||
205
Caterpillar
CAT
$278B
| – | – |
-516
|
|
||
206
Merck
MRK
$240B
| – | – |
-6,165
|
|
||
207
iShares MSCI USA Momentum Factor ETF
MTUM
$20.8B
| – | – |
-2,693
|
|
||
208
State Street Health Care Select Sector SPDR ETF
XLV
$39.3B
| – | – |
-1,555
|
|