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
301
$62K 0.01%
+243
302
$62K 0.01%
+733
303
$60K 0.01%
+1,640
304
$60K 0.01%
+778
305
$59K 0.01%
+2,608
306
$59K 0.01%
+1,334
307
$59K 0.01%
+342
308
$58K 0.01%
+885
309
$58K 0.01%
+1,056
310
$57K 0.01%
+250
311
$57K 0.01%
+3,675
312
$57K 0.01%
+296
313
$57K 0.01%
+124
314
$57K 0.01%
+676
315
$56K 0.01%
+392
316
$55K 0.01%
+1,181
317
$55K 0.01%
+918
318
$55K 0.01%
+998
319
$54K 0.01%
+233
320
$54K 0.01%
+600
321
$54K 0.01%
+508
322
$54K 0.01%
+178
323
$53K 0.01%
+742
324
$53K 0.01%
+1,000
325
$52K 0.01%
+727
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