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
776
$3K ﹤0.01%
+19
777
$3K ﹤0.01%
+216
778
$3K ﹤0.01%
+183
779
$3K ﹤0.01%
+29
780
$3K ﹤0.01%
+20
781
$3K ﹤0.01%
+41
782
$3K ﹤0.01%
+26
783
$3K ﹤0.01%
+500
784
$3K ﹤0.01%
+97
785
$3K ﹤0.01%
+22
786
$3K ﹤0.01%
+6
787
$3K ﹤0.01%
+21
788
$3K ﹤0.01%
+156
789
$3K ﹤0.01%
+88
790
$3K ﹤0.01%
+85
791
$3K ﹤0.01%
+19
792
$3K ﹤0.01%
+90
793
$3K ﹤0.01%
+27
794
$3K ﹤0.01%
+44
795
$3K ﹤0.01%
+33
796
$3K ﹤0.01%
+152
797
$3K ﹤0.01%
+100
798
$3K ﹤0.01%
+49
799
$3K ﹤0.01%
+51
800
$3K ﹤0.01%
+130
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