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
76
$740K 0.1%
+5,415
77
$740K 0.1%
+25,190
78
$733K 0.1%
+22,508
79
$726K 0.1%
+8,749
80
$719K 0.1%
+12,842
81
$718K 0.1%
+11,092
82
$711K 0.1%
+3,281
83
$710K 0.1%
+1,104
84
$705K 0.1%
+771
85
$701K 0.1%
+3,908
86
$693K 0.1%
+13,847
87
$692K 0.1%
+2,316
88
$670K 0.09%
+3,690
89
$659K 0.09%
+2,997
90
$657K 0.09%
+12,842
91
$650K 0.09%
+1,848
92
$619K 0.09%
+4,162
93
$615K 0.08%
+10,062
94
$594K 0.08%
+25,208
95
$590K 0.08%
+38,254
96
$588K 0.08%
+10,095
97
$588K 0.08%
+1,655
98
$578K 0.08%
+7,450
99
$576K 0.08%
+12,208
100
$553K 0.08%
+8,737
2 3
4
5 6