AWA

Amplius Wealth Advisors Portfolio holdings

AUM $1.16B
1-Year Est. Return 12.78%
This Quarter Est. Return
1 Year Est. Return
+12.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$725M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,029
New
Increased
Reduced
Closed

Top Buys

1
+$81.6M
2
+$54.4M
3
+$35M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$33.9M
5
IAU icon
iShares Gold Trust
IAU
+$33.7M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.38%
2 Technology 3.96%
3 Communication Services 1.97%
4 Healthcare 1.72%
5 Industrials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$123K 0.02%
+2,014
227
$122K 0.02%
+536
228
$122K 0.02%
+1,250
229
$120K 0.02%
+1,680
230
$119K 0.02%
+653
231
$117K 0.02%
+270
232
$113K 0.02%
+2,400
233
$112K 0.02%
+173
234
$112K 0.02%
+314
235
$112K 0.02%
+184
236
$111K 0.02%
+1,000
237
$109K 0.02%
+3,052
238
$109K 0.02%
+1,069
239
$109K 0.02%
+433
240
$108K 0.01%
+162
241
$107K 0.01%
+10,598
242
$105K 0.01%
+186
243
$103K 0.01%
+707
244
$101K 0.01%
+1,520
245
$101K 0.01%
+2,335
246
$101K 0.01%
+4,790
247
$101K 0.01%
+902
248
$99K 0.01%
+601
249
$97K 0.01%
+323
250
$97K 0.01%
+398
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