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
401
$31K ﹤0.01%
+1,082
402
$31K ﹤0.01%
+122
403
$31K ﹤0.01%
+130
404
$31K ﹤0.01%
+730
405
$30K ﹤0.01%
+70
406
$30K ﹤0.01%
+1,110
407
$30K ﹤0.01%
+375
408
$30K ﹤0.01%
+797
409
$30K ﹤0.01%
+125
410
$30K ﹤0.01%
+120
411
$29K ﹤0.01%
+90
412
$29K ﹤0.01%
+151
413
$28K ﹤0.01%
+1,023
414
$28K ﹤0.01%
+416
415
$28K ﹤0.01%
+576
416
$28K ﹤0.01%
+118
417
$28K ﹤0.01%
+266
418
$28K ﹤0.01%
+78
419
$27K ﹤0.01%
+108
420
$27K ﹤0.01%
+103
421
$27K ﹤0.01%
+378
422
$27K ﹤0.01%
+162
423
$27K ﹤0.01%
+331
424
$27K ﹤0.01%
+1,310
425
$26K ﹤0.01%
+11
15 16
17
18 19