AWA
Amplius Wealth Advisors Portfolio holdings
AUM
$1.08B
1-Year Return
11.72%
This Quarter Return
+5.83%
1 Year Return
+11.72%
3 Year Return
+47.85%
5 Year Return
–
10 Year Return
–
AUM
$725M
AUM Growth
–
Cap. Flow
+$725M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.62%
Holding
1,029
New
1,017
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Global 100 ETF
IOO
|
$81.6M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
$54.4M |
| 3 |
BlackRock Capital Allocation Term Trust
BCAT
|
$35M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$33.9M |
| 5 |
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% |
