AWA

Amplius Wealth Advisors Portfolio holdings

AUM $1.19B
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
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
526
$15K ﹤0.01%
+320
527
$15K ﹤0.01%
+334
528
$15K ﹤0.01%
+76
529
$14K ﹤0.01%
+44
530
$14K ﹤0.01%
+7
531
$14K ﹤0.01%
+536
532
$14K ﹤0.01%
+222
533
$14K ﹤0.01%
+371
534
$14K ﹤0.01%
+82
535
$14K ﹤0.01%
+220
536
$14K ﹤0.01%
+237
537
$14K ﹤0.01%
+175
538
$14K ﹤0.01%
+341
539
$14K ﹤0.01%
+772
540
$14K ﹤0.01%
+36
541
$14K ﹤0.01%
+625
542
$14K ﹤0.01%
+64
543
$14K ﹤0.01%
+396
544
$14K ﹤0.01%
+353
545
$13K ﹤0.01%
+98
546
$13K ﹤0.01%
+234
547
$13K ﹤0.01%
+33
548
$13K ﹤0.01%
+62
549
$13K ﹤0.01%
+408
550
$13K ﹤0.01%
+308
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