AWA

Amplius Wealth Advisors Portfolio holdings

AUM $1.19B
1-Year Est. Return 14.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.76%
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
+$21M
2
+$9.18M
3
+$6.98M
4
CB icon
Chubb
CB
+$4.94M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$4.38M

Top Sells

1
+$17.8M
2
+$6.93M
3
+$4.73M
4
IOO icon
iShares Global 100 ETF
IOO
+$3.75M
5
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$1.67M

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
201
$63.6K 0.01%
+12,550
202
– –
-1,825
203
– –
-65,511
204
– –
-4,173
205
– –
-870
206
– –
-11,111
207
– –
-1,347
208
– –
-5,831
209
– –
-1,282
5 6 7 8
9