AWA

Amplius Wealth Advisors Portfolio holdings

AUM $1.16B
1-Year Est. Return 12.78%
This Quarter Est. Return
1 Year Est. Return
+12.78%
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
626
$9K ﹤0.01%
+125
627
$9K ﹤0.01%
+100
628
$9K ﹤0.01%
+127
629
$9K ﹤0.01%
+46
630
$9K ﹤0.01%
+975
631
$8K ﹤0.01%
+76
632
$8K ﹤0.01%
+61
633
$8K ﹤0.01%
+130
634
$8K ﹤0.01%
+261
635
$8K ﹤0.01%
+201
636
$8K ﹤0.01%
+62
637
$8K ﹤0.01%
+494
638
$8K ﹤0.01%
+216
639
$8K ﹤0.01%
+36
640
$8K ﹤0.01%
+139
641
$8K ﹤0.01%
+116
642
$8K ﹤0.01%
+248
643
$8K ﹤0.01%
+73
644
$8K ﹤0.01%
+300
645
$8K ﹤0.01%
+111
646
$8K ﹤0.01%
+387
647
$8K ﹤0.01%
+52
648
$8K ﹤0.01%
+40
649
$8K ﹤0.01%
+41
650
$8K ﹤0.01%
+199