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AWA

Amplius Wealth Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.23%
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%
+13
927
$1K ﹤0.01%
+27
928
$1K ﹤0.01%
+550
929
$1K ﹤0.01%
+17
930
$1K ﹤0.01%
+100
931
$1K ﹤0.01%
+3
932
$1K ﹤0.01%
+52
933
$0 ﹤0.01%
+8
934
$0 ﹤0.01%
+11
935
$0 ﹤0.01%
+9
936
$0 ﹤0.01%
+10
937
$0 ﹤0.01%
+2
938
$0 ﹤0.01%
+2
939
$0 ﹤0.01%
+10
940
$0 ﹤0.01%
+3
941
$0 ﹤0.01%
+10
942
– –
0
943
$0 ﹤0.01%
+2
944
$0 ﹤0.01%
+5
945
$0 ﹤0.01%
+170
946
$0 ﹤0.01%
+9
947
$0 ﹤0.01%
+13
948
– –
0
949
$0 ﹤0.01%
+252
950
$0 ﹤0.01%
+1
36 37
38
39 40