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
851
$2K ﹤0.01%
+143
852
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+50
853
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+21
854
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+200
855
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+22
856
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+102
857
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+106
858
$2K ﹤0.01%
+700
859
$2K ﹤0.01%
+424
860
$2K ﹤0.01%
+14
861
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+58
862
$2K ﹤0.01%
+141
863
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+45
864
$2K ﹤0.01%
+4
865
$2K ﹤0.01%
+37
866
$2K ﹤0.01%
+81
867
$2K ﹤0.01%
+99
868
$2K ﹤0.01%
+136
869
$2K ﹤0.01%
+22
870
$2K ﹤0.01%
+87
871
$2K ﹤0.01%
+29
872
$1K ﹤0.01%
+60
873
$1K ﹤0.01%
+2
874
$1K ﹤0.01%
+52
875
$1K ﹤0.01%
+3
33 34
35
36 37