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
851
$2K ﹤0.01%
+14
852
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+22
853
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+19
854
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+41
855
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856
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+28
857
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+5
858
$2K ﹤0.01%
+50
859
$2K ﹤0.01%
+25
860
$2K ﹤0.01%
+296
861
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+38
862
$2K ﹤0.01%
+76
863
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+50
864
$2K ﹤0.01%
+170
865
$2K ﹤0.01%
+47
866
$2K ﹤0.01%
+55
867
$2K ﹤0.01%
+19
868
$2K ﹤0.01%
+123
869
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+116
870
$2K ﹤0.01%
+102
871
$2K ﹤0.01%
+14
872
$1K ﹤0.01%
+32
873
$1K ﹤0.01%
+8
874
$1K ﹤0.01%
+550
875
$1K ﹤0.01%
+100
33 34
35
36 37