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
1001
$0 ﹤0.01%
+7
1002
$0 ﹤0.01%
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1003
– –
0
1004
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1005
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1006
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1007
$0 ﹤0.01%
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1008
$0 ﹤0.01%
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1009
– –
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1010
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1011
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1012
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1013
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1014
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1017
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1018
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$0 ﹤0.01%
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1021
$0 ﹤0.01%
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1022
$0 ﹤0.01%
+39
1023
– –
0
1024
$0 ﹤0.01%
+17
1025
$0 ﹤0.01%
+2
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