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
251
$97K 0.01%
+2,987
252
$96K 0.01%
+1,333
253
$95K 0.01%
+2,317
254
$94K 0.01%
+455
255
$94K 0.01%
+708
256
$94K 0.01%
+978
257
$91K 0.01%
+486
258
$90K 0.01%
+817
259
$89K 0.01%
+2,384
260
$89K 0.01%
+529
261
$87K 0.01%
+276
262
$86K 0.01%
+2,071
263
$84K 0.01%
+366
264
$83K 0.01%
+2,564
265
$83K 0.01%
+48,800
266
$82K 0.01%
+542
267
$81K 0.01%
+2,500
268
$81K 0.01%
+5,000
269
$80K 0.01%
+1,902
270
$80K 0.01%
+5,000
271
$80K 0.01%
+5,000
272
$80K 0.01%
+5,000
273
$79K 0.01%
+7,750
274
$78K 0.01%
+294
275
$77K 0.01%
+870
9 10
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