Amplius Wealth Makes Strategic ETF Cuts While Keeping Core Investments Intact

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Well, there we have it. Amplius Wealth Advisors, in the ultimate move of “Oh, I’m just reorganizing my desk” (but with $3.3 million on the line), decided to offload 25,217 shares of the iShares MSCI ACWI ETF (ACWI). It’s not a dramatic exit from global equities. It’s more like “let’s tidy up this portfolio,” they tell us, as they carefully (and with a dash of flair) trim their stake. So, goodbye, $3.3 million worth of ACWI shares. Hello, the magic of rebalancing-because even in investing, things need to be in order. Let’s unpack this.

What Happened

Amplius, based in the land of cheesesteaks (aka Pennsylvania), just let go of a chunk of their ACWI position. That’s 25,217 shares, a tidy little sum that rounds up to about $3.3 million. Sounds like a lot, doesn’t it? But they still hold on to 81,208 shares, worth about $11.2 million. This isn’t a crisis; it’s more of a well-timed spring cleaning, without the judgmental sighs of a spouse.

What Else to Know

Post-sale, ACWI now represents a modest 1% of Amplius Wealth’s reportable assets under management. So, no, they’re not throwing in the towel on global diversification just yet. But don’t let that tiny number fool you-this is about fine-tuning, not abandoning ship. This isn’t some melodramatic portfolio exit. This is a nuanced play-let’s get into the nitty-gritty of it.

Their five top holdings after the filing look a bit like this:

  • CBOE:AAAA: $234.5 million (20.3% of AUM)
  • NYSEMKT:PVAL: $85.7 million (7.4% of AUM)
  • NYSEMKT:RECS: $64.6 million (5.6% of AUM)
  • NYSEMKT:TMFC: $63.6 million (5.5% of AUM)
  • NYSEMKT:STIP: $48.5 million (4.2% of AUM)

Now, in case you were wondering, ACWI’s current price sits at $140.86 per share, up 18% over the last year. So, yeah, it’s done a bit better than the S&P 500, which is cute for the ACWI crowd, right?

ETF Overview

Metric Value
AUM $23.4 billion
Price (as of market close Friday) $140.86
Dividend yield (TTM) 1.5%
1-year total return 17.6%

ETF Snapshot

  • ACWI follows the MSCI ACWI Index, giving investors a nice mix of developed and emerging markets. It’s the global buffet of equity investments.
  • It’s a diversified basket, for those who like their risk a little bit spread out.
  • Perfect for institutional and retail investors who enjoy a healthy serving of international exposure without all the complicated foreign exchange drama.

ACWI is a passive investment-no surprises there. It’s not actively hunting for the next big thing. Instead, it’s tracking the performance of the MSCI All Country World Index. This ETF is essentially your ticket to a global equity portfolio without the stress of constantly checking the news from distant markets. Because, frankly, who has the time?

Foolish Take

Let’s break it down: Amplius Wealth Advisors trimming its ACWI position doesn’t scream “run for the hills.” It’s more like “oh, we’ve had a good run, let’s tidy up the place a little.” They’re still holding significant equity positions in other places, such as their favorite-Amplius Aggressive Asset Allocation ETF (AAAA). And don’t be fooled into thinking they’ve dumped all their growth-focused ETFs-no, they’ve simply adjusted. They’ve peeled back from a few and added some bond funds. Because, yes, even in investing, it’s all about balance, darling. Too much of one thing-well, it’s just bad for the skin, isn’t it?

For those of us with an eye on the long-term game, this kind of recalibration is exactly what we need. Yes, global stocks have been on a tear, but that’s no reason to throw all caution to the wind. Amplius isn’t running away from risk; they’re just managing it, as any sensible investor would. It’s all about dynamic allocation, and if you don’t know what that means, don’t worry-you’re not alone. It’s just another way of saying “let’s make sure we’re ready for whatever comes next, without being caught off guard.” A healthy, diversified portfolio? It’s more of a way of life than a strategy.

Glossary

Assets under management (AUM): How much money a financial firm manages on behalf of its clients. Basically, the “value” of their empire.

13F reportable assets: Investments that have to be disclosed by managers to the SEC every quarter if they manage over $100 million. Kind of like showing your cards, but only once a quarter.

ETF (exchange-traded fund): A basket of investments (like stocks or bonds) that you can buy in one go, on the stock market. It’s the lazy person’s way to get diversified without, you know, actually doing much work.

Passive investing: It’s like a Netflix binge of the stock market-just track an index and hope things work out. No active picking of stocks. Low stress, low fuss.

MSCI ACWI Index: The global watchlist of stocks that includes both developed and emerging markets. It’s like the “who’s who” of the stock world.

Diversified portfolio: A fancy way of saying you’ve spread your investments across different sectors or regions so if one thing crashes, you don’t end up sobbing in a corner.

Dividend yield: How much an investment pays you in dividends, measured against its price. Think of it as a return for just letting your money sit there.

Total return: The overall performance of an investment, combining price increases and dividends. Because it’s not just about what something is worth now, but how much it’s actually given back to you.

TTM: The last 12 months of data. It’s like checking how much you’ve grown since last year, but in investment terms.

Ah, investing… where the stakes are high, but so is the potential for total disaster if you aren’t careful. 🍀

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2025-10-26 23:43