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
451
$22K ﹤0.01%
+342
452
$22K ﹤0.01%
+649
453
$22K ﹤0.01%
+359
454
$22K ﹤0.01%
+106
455
$22K ﹤0.01%
+93
456
$21K ﹤0.01%
+212
457
$21K ﹤0.01%
+356
458
$21K ﹤0.01%
+369
459
$21K ﹤0.01%
+232
460
$21K ﹤0.01%
+130
461
$21K ﹤0.01%
+153
462
$21K ﹤0.01%
+257
463
$21K ﹤0.01%
+258
464
$21K ﹤0.01%
+1,000
465
$21K ﹤0.01%
+100
466
$21K ﹤0.01%
+251
467
$20K ﹤0.01%
+74
468
$20K ﹤0.01%
+203
469
$20K ﹤0.01%
+33
470
$20K ﹤0.01%
+58
471
$20K ﹤0.01%
+775
472
$20K ﹤0.01%
+175
473
$20K ﹤0.01%
+1,000
474
$19K ﹤0.01%
+361
475
$19K ﹤0.01%
+1,414
17 18
19
20 21