AWA

Amplius Wealth Advisors Portfolio holdings

AUM $1.19B
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
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
326
$52K 0.01%
+323
327
$50K 0.01%
+950
328
$50K 0.01%
+540
329
$50K 0.01%
+580
330
$49K 0.01%
+627
331
$49K 0.01%
+165
332
$49K 0.01%
+1,485
333
$49K 0.01%
+746
334
$48K 0.01%
+372
335
$48K 0.01%
+626
336
$48K 0.01%
+1,000
337
$48K 0.01%
+1,897
338
$47K 0.01%
+136
339
$47K 0.01%
+2,525
340
$47K 0.01%
+444
341
$47K 0.01%
+692
342
$47K 0.01%
+1,574
343
$47K 0.01%
+263
344
$46K 0.01%
+221
345
$46K 0.01%
+4,383
346
$46K 0.01%
+983
347
$46K 0.01%
+443
348
$46K 0.01%
+407
349
$46K 0.01%
+831
350
$45K 0.01%
+548
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