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
901
$1K ﹤0.01%
+21
902
$1K ﹤0.01%
+11
903
$1K ﹤0.01%
+100
904
$1K ﹤0.01%
+12
905
$1K ﹤0.01%
+101
906
$1K ﹤0.01%
+24
907
$1K ﹤0.01%
+27
908
$1K ﹤0.01%
+3
909
$1K ﹤0.01%
+37
910
$1K ﹤0.01%
+3
911
$1K ﹤0.01%
+41
912
$1K ﹤0.01%
+333
913
$1K ﹤0.01%
+5
914
$1K ﹤0.01%
+20
915
$1K ﹤0.01%
+42
916
$1K ﹤0.01%
+13
917
$1K ﹤0.01%
+20
918
$1K ﹤0.01%
+7
919
$1K ﹤0.01%
+106
920
$1K ﹤0.01%
+33
921
$1K ﹤0.01%
+8
922
$1K ﹤0.01%
+6
923
$1K ﹤0.01%
+31
924
$1K ﹤0.01%
+720
925
$1K ﹤0.01%
+3
35 36
37
38 39