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
151
$313K 0.04%
+7,048
152
$310K 0.04%
+3,000
153
$308K 0.04%
+745
154
$299K 0.04%
+1,496
155
$296K 0.04%
+1,167
156
$295K 0.04%
+1,199
157
$294K 0.04%
+5,717
158
$288K 0.04%
+13,869
159
$285K 0.04%
+1,712
160
$284K 0.04%
+472
161
$279K 0.04%
+2,894
162
$273K 0.04%
+1,744
163
$273K 0.04%
+937
164
$270K 0.04%
+3,349
165
$263K 0.04%
+2,400
166
$262K 0.04%
+4,136
167
$260K 0.04%
+5,400
168
$258K 0.04%
+965
169
$239K 0.03%
+4,685
170
$235K 0.03%
+2,063
171
$234K 0.03%
+2,024
172
$229K 0.03%
+1,402
173
$227K 0.03%
+1,612
174
$226K 0.03%
+9,405
175
$225K 0.03%
+3,838
5 6
7
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