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
126
$413K 0.06%
+1,468
127
$401K 0.06%
+4,800
128
$401K 0.06%
+1,372
129
$390K 0.05%
+7,825
130
$387K 0.05%
+3,945
131
$385K 0.05%
+4,056
132
$376K 0.05%
+3,640
133
$369K 0.05%
+12,053
134
$366K 0.05%
+19,730
135
$365K 0.05%
+2,676
136
$360K 0.05%
+16,756
137
$349K 0.05%
+3,124
138
$344K 0.05%
+7,429
139
$342K 0.05%
+1,125
140
$341K 0.05%
+2,118
141
$340K 0.05%
+3,959
142
$338K 0.05%
+522
143
$338K 0.05%
+5,145
144
$337K 0.05%
+1,516
145
$331K 0.05%
+2,564
146
$326K 0.05%
+3,219
147
$325K 0.04%
+2,263
148
$322K 0.04%
+13,000
149
$320K 0.04%
+3,111
150
$313K 0.04%
+3,600
4 5
6
7 8