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
826
$2K ﹤0.01%
+22
827
$2K ﹤0.01%
+106
828
$2K ﹤0.01%
+700
829
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+424
830
$2K ﹤0.01%
+58
831
$2K ﹤0.01%
+141
832
$2K ﹤0.01%
+45
833
$2K ﹤0.01%
+87
834
$2K ﹤0.01%
+4
835
$2K ﹤0.01%
+37
836
$2K ﹤0.01%
+81
837
$2K ﹤0.01%
+99
838
$2K ﹤0.01%
+136
839
$2K ﹤0.01%
+22
840
$2K ﹤0.01%
+29
841
$2K ﹤0.01%
+39
842
$2K ﹤0.01%
+55
843
$2K ﹤0.01%
+74
844
$2K ﹤0.01%
+38
845
$2K ﹤0.01%
+6
846
$2K ﹤0.01%
+20
847
$2K ﹤0.01%
+9
848
$2K ﹤0.01%
+10
849
$2K ﹤0.01%
+26
850
$2K ﹤0.01%
+44
32 33
34
35 36