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
826
$2K ﹤0.01%
+44
827
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+14
828
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829
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+19
830
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831
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+17
832
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+28
833
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+5
834
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835
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836
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+296
837
$2K ﹤0.01%
+38
838
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839
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+50
840
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+39
841
$2K ﹤0.01%
+55
842
$2K ﹤0.01%
+170
843
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+47
844
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+55
845
$2K ﹤0.01%
+38
846
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+6
847
$2K ﹤0.01%
+20
848
$2K ﹤0.01%
+19
849
$2K ﹤0.01%
+123
850
$2K ﹤0.01%
+116
32 33
34
35 36