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
726
$5K ﹤0.01%
+236
727
$4K ﹤0.01%
+38
728
$4K ﹤0.01%
+61
729
$4K ﹤0.01%
+165
730
$4K ﹤0.01%
+35
731
$4K ﹤0.01%
+20
732
$4K ﹤0.01%
+57
733
$4K ﹤0.01%
+166
734
$4K ﹤0.01%
+64
735
$4K ﹤0.01%
+161
736
$4K ﹤0.01%
+151
737
$4K ﹤0.01%
+125
738
$4K ﹤0.01%
+43
739
$4K ﹤0.01%
+117
740
$4K ﹤0.01%
+111
741
$4K ﹤0.01%
+90
742
$4K ﹤0.01%
+294
743
$4K ﹤0.01%
+72
744
$4K ﹤0.01%
+3
745
$4K ﹤0.01%
+105
746
$4K ﹤0.01%
+63
747
$4K ﹤0.01%
+500
748
$4K ﹤0.01%
+1,000
749
$4K ﹤0.01%
+11
750
$4K ﹤0.01%
+120
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