AWA

Amplius Wealth Advisors Portfolio holdings

AUM $1.19B
1-Year Est. Return 14.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.76%
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
+$79.2M
2
+$53.7M
3
+$34.9M
4
IAU icon
iShares Gold Trust
IAU
+$33.1M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$33M

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
351
$45K 0.01%
+160
352
$45K 0.01%
+1,944
353
$45K 0.01%
+96
354
$45K 0.01%
+178
355
$44K 0.01%
+1,404
356
$44K 0.01%
+1,145
357
$44K 0.01%
+584
358
$43K 0.01%
+2,929
359
$43K 0.01%
+311
360
$42K 0.01%
+420
361
$42K 0.01%
+269
362
$42K 0.01%
+4,000
363
$41K 0.01%
+530
364
$41K 0.01%
+987
365
$41K 0.01%
+750
366
$40K 0.01%
+162
367
$40K 0.01%
+110
368
$40K 0.01%
+220
369
$39K 0.01%
+23
370
$39K 0.01%
+491
371
$39K 0.01%
+900
372
$38K 0.01%
+330
373
$38K 0.01%
+660
374
$38K 0.01%
+419
375
$38K 0.01%
+335
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