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
551
$13K ﹤0.01%
+66
552
$13K ﹤0.01%
+98
553
$13K ﹤0.01%
+578
554
$13K ﹤0.01%
+291
555
$13K ﹤0.01%
+114
556
$13K ﹤0.01%
+154
557
$13K ﹤0.01%
+35
558
$13K ﹤0.01%
+200
559
$13K ﹤0.01%
+116
560
$13K ﹤0.01%
+90
561
$13K ﹤0.01%
+1,350
562
$12K ﹤0.01%
+495
563
$12K ﹤0.01%
+75
564
$12K ﹤0.01%
+72
565
$12K ﹤0.01%
+127
566
$12K ﹤0.01%
+694
567
$12K ﹤0.01%
+180
568
$12K ﹤0.01%
+210
569
$12K ﹤0.01%
+491
570
$12K ﹤0.01%
+43
571
$12K ﹤0.01%
+180
572
$12K ﹤0.01%
+31
573
$12K ﹤0.01%
+68
574
$12K ﹤0.01%
+270
575
$12K ﹤0.01%
+660
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