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
376
$38K 0.01%
+335
377
$38K 0.01%
+368
378
$38K 0.01%
+3,000
379
$37K 0.01%
+576
380
$37K 0.01%
+111
381
$37K 0.01%
+877
382
$36K 0.01%
+644
383
$36K 0.01%
+337
384
$35K ﹤0.01%
+1,315
385
$35K ﹤0.01%
+155
386
$35K ﹤0.01%
+3,600
387
$34K ﹤0.01%
+1,050
388
$34K ﹤0.01%
+633
389
$34K ﹤0.01%
+102
390
$34K ﹤0.01%
+145
391
$34K ﹤0.01%
+263
392
$34K ﹤0.01%
+440
393
$33K ﹤0.01%
+500
394
$33K ﹤0.01%
+250
395
$33K ﹤0.01%
+700
396
$32K ﹤0.01%
+826
397
$32K ﹤0.01%
+112
398
$31K ﹤0.01%
+230
399
$31K ﹤0.01%
+2,020
400
$31K ﹤0.01%
+530
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