AWA

Amplius Wealth Advisors Portfolio holdings

AUM $1.19B
1-Year Est. Return 14.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.76%
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
+$79.2M
2
+$53.7M
3
+$34.9M
4
IAU icon
iShares Gold Trust
IAU
+$33.1M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$33M

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%
+39
827
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+55
828
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+9
829
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+10
830
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+26
831
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+44
832
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+14
833
$2K ﹤0.01%
+22
834
$2K ﹤0.01%
+19
835
$2K ﹤0.01%
+41
836
$2K ﹤0.01%
+17
837
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+28
838
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+5
839
$2K ﹤0.01%
+50
840
$2K ﹤0.01%
+25
841
$2K ﹤0.01%
+296
842
$2K ﹤0.01%
+38
843
$2K ﹤0.01%
+76
844
$2K ﹤0.01%
+50
845
$2K ﹤0.01%
+170
846
$2K ﹤0.01%
+47
847
$2K ﹤0.01%
+55
848
$2K ﹤0.01%
+19
849
$2K ﹤0.01%
+123
850
$2K ﹤0.01%
+116
32 33
34
35 36