AWA

Amplius Wealth Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.23%
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%
+1,255
727
$4K ﹤0.01%
+78
728
$4K ﹤0.01%
+61
729
$4K ﹤0.01%
+165
730
$4K ﹤0.01%
+38
731
$4K ﹤0.01%
+615
732
$4K ﹤0.01%
+16
733
$4K ﹤0.01%
+118
734
$4K ﹤0.01%
+215
735
$4K ﹤0.01%
+35
736
$4K ﹤0.01%
+20
737
$4K ﹤0.01%
+57
738
$4K ﹤0.01%
+166
739
$4K ﹤0.01%
+64
740
$4K ﹤0.01%
+161
741
$4K ﹤0.01%
+151
742
$4K ﹤0.01%
+125
743
$4K ﹤0.01%
+43
744
$4K ﹤0.01%
+117
745
$4K ﹤0.01%
+111
746
$4K ﹤0.01%
+90
747
$4K ﹤0.01%
+294
748
$4K ﹤0.01%
+72
749
$4K ﹤0.01%
+3
750
$4K ﹤0.01%
+105
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