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
926
$1K ﹤0.01%
+100
927
$1K ﹤0.01%
+3
928
$1K ﹤0.01%
+52
929
$1K ﹤0.01%
+16
930
$1K ﹤0.01%
+50
931
$1K ﹤0.01%
+600
932
$1K ﹤0.01%
+31
933
$0 ﹤0.01%
+2
934
$0 ﹤0.01%
+37
935
$0 ﹤0.01%
+2
936
$0 ﹤0.01%
+1
937
$0 ﹤0.01%
+21
938
$0 ﹤0.01%
+8
939
$0 ﹤0.01%
+1
940
$0 ﹤0.01%
+5
941
$0 ﹤0.01%
+47
942
$0 ﹤0.01%
+10
943
$0 ﹤0.01%
+16
944
$0 ﹤0.01%
+11
945
$0 ﹤0.01%
+11
946
$0 ﹤0.01%
+9
947
$0 ﹤0.01%
+10
948
$0 ﹤0.01%
+2
949
$0 ﹤0.01%
+10
950
$0 ﹤0.01%
+3
36 37
38
39 40