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
901
$1K ﹤0.01%
+11
902
$1K ﹤0.01%
+100
903
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+12
904
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+101
905
$1K ﹤0.01%
+24
906
$1K ﹤0.01%
+27
907
$1K ﹤0.01%
+3
908
$1K ﹤0.01%
+37
909
$1K ﹤0.01%
+3
910
$1K ﹤0.01%
+41
911
$1K ﹤0.01%
+333
912
$1K ﹤0.01%
+5
913
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+20
914
$1K ﹤0.01%
+42
915
$1K ﹤0.01%
+13
916
$1K ﹤0.01%
+20
917
$1K ﹤0.01%
+106
918
$1K ﹤0.01%
+33
919
$1K ﹤0.01%
+8
920
$1K ﹤0.01%
+6
921
$1K ﹤0.01%
+720
922
$1K ﹤0.01%
+3
923
$1K ﹤0.01%
+13
924
$1K ﹤0.01%
+27
925
$1K ﹤0.01%
+17
35 36
37
38 39