AWA

Amplius Wealth Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.23%
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
851
$2K ﹤0.01%
+116
852
$2K ﹤0.01%
+143
853
$2K ﹤0.01%
+50
854
$2K ﹤0.01%
+21
855
$2K ﹤0.01%
+200
856
$2K ﹤0.01%
+22
857
$2K ﹤0.01%
+106
858
$2K ﹤0.01%
+700
859
$2K ﹤0.01%
+424
860
$2K ﹤0.01%
+14
861
$2K ﹤0.01%
+58
862
$2K ﹤0.01%
+141
863
$2K ﹤0.01%
+45
864
$2K ﹤0.01%
+87
865
$2K ﹤0.01%
+4
866
$2K ﹤0.01%
+37
867
$2K ﹤0.01%
+81
868
$2K ﹤0.01%
+99
869
$2K ﹤0.01%
+136
870
$2K ﹤0.01%
+22
871
$2K ﹤0.01%
+29
872
$1K ﹤0.01%
+8
873
$1K ﹤0.01%
+13
874
$1K ﹤0.01%
+58
875
$1K ﹤0.01%
+100
33 34
35
36 37