AWA
Amplius Wealth Advisors Portfolio holdings
AUM
$1.16B
1-Year Est. Return
12.78%
1 Year Est. Return
+12.78%
AUM
$1.08B
AUM Growth
+$114M
(+12%)
Holding
209
Top Buys
| 1 | +$21.5M | |
| 2 | +$10M | |
| 3 | +$7.37M | |
| 4 |
Chubb
CB
|
+$4.98M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
+$4.63M |
Top Sells
| 1 | +$18.7M | |
| 2 | +$7.09M | |
| 3 | +$5M | |
| 4 |
iShares Global 100 ETF
IOO
|
+$4.07M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
Tronox
TROX
$602M
| $63.6K | 0.01% |
+12,550
|
|
||
202
Universal Health Services
UHS
$13.6B
| – | – |
-1,282
|
|
||
203
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.1B
| – | – |
-5,831
|
|
||
204
PepsiCo
PEP
$209B
| – | – |
-1,347
|
|
||
205
BlackRock MuniYield Pennsylvania Quality Fund
MPA
$148M
| – | – |
-11,111
|
|
||
206
Lowe's Companies
LOW
$137B
| – | – |
-870
|
|
||
207
Pacer US Cash Cows 100 ETF
COWZ
$19.6B
| – | – |
-4,173
|
|
||
|
CCRV
208
DELISTED
iShares Commodity Curve Carry Strategy ETF
CCRV
| – | – |
-65,511
|
|
||
209
Alibaba
BABA
$416B
| – | – |
-1,825
|
|