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
26
$5.98M 0.82%
+120,758
27
$5.92M 0.82%
+34,643
28
$5.87M 0.81%
+54,826
29
$5.44M 0.75%
+17,799
30
$5.29M 0.73%
+105,025
31
$5.17M 0.71%
+35,548
32
$5.02M 0.69%
+10,562
33
$4.61M 0.64%
+177,968
34
$4.12M 0.57%
+51,495
35
$3.94M 0.54%
+26,762
36
$3M 0.41%
+23,248
37
$2.79M 0.39%
+27,945
38
$2.73M 0.38%
+49,166
39
$2.58M 0.36%
+22,543
40
$2.37M 0.33%
+51,715
41
$2.12M 0.29%
+35,406
42
$2.01M 0.28%
+39,452
43
$2.01M 0.28%
+13,900
44
$2.01M 0.28%
+33,789
45
$2M 0.28%
+13,327
46
$1.94M 0.27%
+32,789
47
$1.81M 0.25%
+24,272
48
$1.81M 0.25%
+10,584
49
$1.71M 0.24%
+7,979
50
$1.6M 0.22%
+9,600
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