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
801
$3K ﹤0.01%
+30
802
$3K ﹤0.01%
+133
803
$3K ﹤0.01%
+960
804
$3K ﹤0.01%
+100
805
$3K ﹤0.01%
+74
806
$3K ﹤0.01%
+103
807
$3K ﹤0.01%
+238
808
$3K ﹤0.01%
+67
809
$3K ﹤0.01%
+14
810
$3K ﹤0.01%
+196
811
$3K ﹤0.01%
+30
812
$3K ﹤0.01%
+49
813
$3K ﹤0.01%
+38
814
$3K ﹤0.01%
+57
815
$3K ﹤0.01%
+27
816
$3K ﹤0.01%
+40
817
$3K ﹤0.01%
+8
818
$3K ﹤0.01%
+33
819
$3K ﹤0.01%
+152
820
$3K ﹤0.01%
+100
821
$3K ﹤0.01%
+49
822
$2K ﹤0.01%
+9
823
$2K ﹤0.01%
+10
824
$2K ﹤0.01%
+26
825
$2K ﹤0.01%
+74
31 32
33
34 35