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
51
$1.53M 0.21%
+9,864
52
$1.5M 0.21%
+18,437
53
$1.48M 0.2%
+37,999
54
$1.42M 0.2%
+9,820
55
$1.42M 0.2%
+47,082
56
$1.38M 0.19%
+20,864
57
$1.35M 0.19%
+8,033
58
$1.3M 0.18%
+32,246
59
$1.26M 0.17%
+22,230
60
$1.19M 0.16%
+15,145
61
$1.18M 0.16%
+4,444
62
$1.15M 0.16%
+13,440
63
$1.15M 0.16%
+2,281
64
$1.13M 0.16%
+8,347
65
$1.1M 0.15%
+21,750
66
$1.07M 0.15%
+6,769
67
$1.06M 0.15%
+3,150
68
$1.02M 0.14%
+10,097
69
$1.01M 0.14%
+4,187
70
$1M 0.14%
+11,032
71
$920K 0.13%
+2,219
72
$810K 0.11%
+4,662
73
$794K 0.11%
+4,213
74
$780K 0.11%
+6,485
75
$750K 0.1%
+29,528
1 2
3
4 5