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
926
$1K ﹤0.01%
+8
927
$1K ﹤0.01%
+6
928
$1K ﹤0.01%
+720
929
$1K ﹤0.01%
+3
930
$1K ﹤0.01%
+13
931
$1K ﹤0.01%
+27
932
$1K ﹤0.01%
+17
933
$0 ﹤0.01%
+1
934
$0 ﹤0.01%
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935
$0 ﹤0.01%
+8
936
$0 ﹤0.01%
+83
937
– –
0
938
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939
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940
$0 ﹤0.01%
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941
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942
$0 ﹤0.01%
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943
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945
$0 ﹤0.01%
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946
$0 ﹤0.01%
+16
947
– –
0
948
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+10
949
– –
0
950
$0 ﹤0.01%
+1
36 37
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