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
751
$4K ﹤0.01%
+63
752
$4K ﹤0.01%
+500
753
$4K ﹤0.01%
+1,000
754
$4K ﹤0.01%
+11
755
$4K ﹤0.01%
+120
756
$4K ﹤0.01%
+34
757
$4K ﹤0.01%
+57
758
$4K ﹤0.01%
+88
759
$4K ﹤0.01%
+18
760
$4K ﹤0.01%
+19
761
$4K ﹤0.01%
+2,050
762
$4K ﹤0.01%
+167
763
$4K ﹤0.01%
+125
764
$4K ﹤0.01%
+450
765
$4K ﹤0.01%
+196
766
$3K ﹤0.01%
+40
767
$3K ﹤0.01%
+57
768
$3K ﹤0.01%
+8
769
$3K ﹤0.01%
+214
770
$3K ﹤0.01%
+78
771
$3K ﹤0.01%
+37
772
$3K ﹤0.01%
+74
773
$3K ﹤0.01%
+96
774
$3K ﹤0.01%
+46
775
$3K ﹤0.01%
+61
29 30
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