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
101
$546K 0.08%
+11,041
102
$516K 0.07%
+1,609
103
$510K 0.07%
+15,000
104
$510K 0.07%
+900
105
$497K 0.07%
+3,043
106
$495K 0.07%
+9,217
107
$489K 0.07%
+9,519
108
$486K 0.07%
+7,655
109
$474K 0.07%
+1,022
110
$474K 0.07%
+995
111
$473K 0.07%
+5,001
112
$472K 0.07%
+2,585
113
$469K 0.06%
+4,003
114
$469K 0.06%
+3,509
115
$469K 0.06%
+7,928
116
$466K 0.06%
+4,546
117
$456K 0.06%
+2,932
118
$450K 0.06%
+1
119
$449K 0.06%
+4,414
120
$442K 0.06%
+17,869
121
$440K 0.06%
+2,869
122
$435K 0.06%
+8,374
123
$433K 0.06%
+11,000
124
$430K 0.06%
+1,164
125
$426K 0.06%
+2,453
3 4
5
6 7