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
576
$12K ﹤0.01%
+75
577
$12K ﹤0.01%
+72
578
$12K ﹤0.01%
+127
579
$11K ﹤0.01%
+68
580
$11K ﹤0.01%
+130
581
$11K ﹤0.01%
+520
582
$11K ﹤0.01%
+152
583
$11K ﹤0.01%
+102
584
$11K ﹤0.01%
+222
585
$11K ﹤0.01%
+564
586
$11K ﹤0.01%
+480
587
$11K ﹤0.01%
+142
588
$11K ﹤0.01%
+126
589
$11K ﹤0.01%
+266
590
$11K ﹤0.01%
+400
591
$11K ﹤0.01%
+71
592
$11K ﹤0.01%
+80
593
$11K ﹤0.01%
+256
594
$11K ﹤0.01%
+28
595
$11K ﹤0.01%
+119
596
$11K ﹤0.01%
+500
597
$11K ﹤0.01%
+124
598
$11K ﹤0.01%
+278
599
$11K ﹤0.01%
+72
600
$11K ﹤0.01%
+10
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