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
476
$19K ﹤0.01%
+50
477
$19K ﹤0.01%
+798
478
$19K ﹤0.01%
+188
479
$19K ﹤0.01%
+234
480
$19K ﹤0.01%
+60
481
$19K ﹤0.01%
+1,414
482
$18K ﹤0.01%
+623
483
$18K ﹤0.01%
+306
484
$18K ﹤0.01%
+845
485
$18K ﹤0.01%
+48
486
$18K ﹤0.01%
+121
487
$17K ﹤0.01%
+305
488
$17K ﹤0.01%
+500
489
$17K ﹤0.01%
+102
490
$17K ﹤0.01%
+265
491
$17K ﹤0.01%
+165
492
$17K ﹤0.01%
+1,138
493
$17K ﹤0.01%
+204
494
$17K ﹤0.01%
+39
495
$17K ﹤0.01%
+544
496
$17K ﹤0.01%
+200
497
$17K ﹤0.01%
+239
498
$17K ﹤0.01%
+113
499
$17K ﹤0.01%
+82
500
$16K ﹤0.01%
+242
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