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
601
$11K ﹤0.01%
+500
602
$10K ﹤0.01%
+41
603
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+50
604
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605
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+1
606
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607
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608
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+118
609
$10K ﹤0.01%
+80
610
$10K ﹤0.01%
+705
611
$10K ﹤0.01%
+172
612
$10K ﹤0.01%
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613
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614
$10K ﹤0.01%
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615
$10K ﹤0.01%
+48
616
$10K ﹤0.01%
+1,057
617
$10K ﹤0.01%
+462
618
$10K ﹤0.01%
+749
619
$10K ﹤0.01%
+360
620
$10K ﹤0.01%
+100
621
$10K ﹤0.01%
+43
622
$9K ﹤0.01%
+1,000
623
$9K ﹤0.01%
+46
624
$9K ﹤0.01%
+51
625
$9K ﹤0.01%
+300
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