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
801
$3K ﹤0.01%
+75
802
$3K ﹤0.01%
+25
803
$3K ﹤0.01%
+22
804
$3K ﹤0.01%
+16
805
$3K ﹤0.01%
+100
806
$3K ﹤0.01%
+80
807
$3K ﹤0.01%
+95
808
$3K ﹤0.01%
+10
809
$3K ﹤0.01%
+30
810
$3K ﹤0.01%
+133
811
$3K ﹤0.01%
+960
812
$3K ﹤0.01%
+100
813
$3K ﹤0.01%
+74
814
$3K ﹤0.01%
+103
815
$3K ﹤0.01%
+238
816
$3K ﹤0.01%
+67
817
$3K ﹤0.01%
+14
818
$3K ﹤0.01%
+196
819
$3K ﹤0.01%
+30
820
$3K ﹤0.01%
+49
821
$3K ﹤0.01%
+38
822
$2K ﹤0.01%
+143
823
$2K ﹤0.01%
+50
824
$2K ﹤0.01%
+21
825
$2K ﹤0.01%
+200
31 32
33
34 35