Amplius Wealth Advisors, LLC has about 86.6% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 86.6 |
Financial Services | 5.2 |
Technology | 5 |
Amplius Wealth Advisors, LLC has about 10.5% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 86.6 |
LARGE-CAP | 5.7 |
MEGA-CAP | 4.8 |
MID-CAP | 2.8 |
About 13.3% of the stocks held by Amplius Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
Others | 86.7 |
S&P 500 | 10.8 |
RUSSELL 2000 | 2.5 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
Amplius Wealth Advisors, LLC has 173 stocks in it's portfolio. About 51.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. BX was the most profitable stock for Amplius Wealth Advisors, LLC last quarter.
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AAPL | apple inc | 1.50 | 59,163 | 13,785,000 | added | 0.66 | ||
AAXJ | ishares tr | 0.84 | 64,248 | 7,680,840 | reduced | -2.63 | ||
ABBV | abbvie inc | 0.06 | 2,598 | 513,053 | unchanged | 0.00 | ||
ACM | aecom | 0.03 | 2,748 | 283,786 | unchanged | 0.00 | ||
ACWF | ishares tr | 0.02 | 3,286 | 205,999 | new | |||
ADP | automatic data processing in | 0.03 | 836 | 231,346 | reduced | -0.36 | ||
AEMB | american centy etf tr | 1.38 | 195,277 | 12,615,000 | reduced | -10.82 | ||
AFLG | first tr exchng traded fd vi | 3.29 | 1,008,310 | 30,138,000 | added | 134 | ||
AFTY | pacer fds tr | 3.33 | 965,421 | 30,539,300 | reduced | -28.32 | ||
AFTY | pacer fds tr | 0.25 | 49,928 | 2,323,070 | reduced | -94.15 | ||
AFTY | pacer fds tr | 0.24 | 59,622 | 2,175,620 | reduced | -4.54 | ||
AFTY | pacer fds tr | 0.02 | 3,834 | 221,741 | added | 0.08 | ||
AGOV | exchange listed fds tr | 0.06 | 24,984 | 555,886 | added | 1.95 | ||
AGT | ishares tr | 0.03 | 1,894 | 238,985 | reduced | -5.72 | ||
AGZD | wisdomtree tr | 0.22 | 26,175 | 2,056,310 | reduced | -4.53 | ||
AGZD | wisdomtree tr | 0.05 | 5,586 | 428,326 | unchanged | 0.00 | ||
AGZD | wisdomtree tr | 0.03 | 5,968 | 247,313 | reduced | -8.59 | ||
AMG | affiliated managers group inc | 0.33 | 17,195 | 3,057,270 | unchanged | 0.00 | ||
AMKR | amkor technology inc | 0.03 | 10,040 | 307,224 | reduced | -0.16 | ||
AMPS | ishares tr | 0.10 | 7,455 | 876,857 | unchanged | 0.00 | ||