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
901
$1K ﹤0.01%
+49
902
$1K ﹤0.01%
+100
903
$1K ﹤0.01%
+11
904
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+10
905
$1K ﹤0.01%
+21
906
$1K ﹤0.01%
+21
907
$1K ﹤0.01%
+11
908
$1K ﹤0.01%
+100
909
$1K ﹤0.01%
+12
910
$1K ﹤0.01%
+101
911
$1K ﹤0.01%
+24
912
$1K ﹤0.01%
+27
913
$1K ﹤0.01%
+3
914
$1K ﹤0.01%
+37
915
$1K ﹤0.01%
+3
916
$1K ﹤0.01%
+41
917
$1K ﹤0.01%
+333
918
$1K ﹤0.01%
+5
919
$1K ﹤0.01%
+20
920
$1K ﹤0.01%
+42
921
$1K ﹤0.01%
+13
922
$1K ﹤0.01%
+20
923
$1K ﹤0.01%
+7
924
$1K ﹤0.01%
+106
925
$1K ﹤0.01%
+33
35 36
37
38 39