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
426
$26K ﹤0.01%
+1,855
427
$26K ﹤0.01%
+2,500
428
$26K ﹤0.01%
+490
429
$26K ﹤0.01%
+101
430
$26K ﹤0.01%
+212
431
$25K ﹤0.01%
+30
432
$25K ﹤0.01%
+103
433
$25K ﹤0.01%
+72
434
$25K ﹤0.01%
+2,991
435
$25K ﹤0.01%
+335
436
$25K ﹤0.01%
+518
437
$24K ﹤0.01%
+1,250
438
$24K ﹤0.01%
+367
439
$24K ﹤0.01%
+137
440
$24K ﹤0.01%
+1,000
441
$24K ﹤0.01%
+36
442
$23K ﹤0.01%
+1,020
443
$23K ﹤0.01%
+311
444
$23K ﹤0.01%
+60
445
$23K ﹤0.01%
+172
446
$23K ﹤0.01%
+1,200
447
$23K ﹤0.01%
+150
448
$23K ﹤0.01%
+51
449
$22K ﹤0.01%
+187
450
$22K ﹤0.01%
+521
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