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
926
$1K ﹤0.01%
+13
927
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+27
928
$1K ﹤0.01%
+550
929
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+17
930
$1K ﹤0.01%
+100
931
$1K ﹤0.01%
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932
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+52
933
$0 ﹤0.01%
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934
$0 ﹤0.01%
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935
$0 ﹤0.01%
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936
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937
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938
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939
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940
$0 ﹤0.01%
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941
– –
0
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+1
947
– –
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949
– –
0
950
$0 ﹤0.01%
+39
36 37
38
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