AWA
Amplius Wealth Advisors Portfolio holdings
AUM
$1.08B
This Quarter Return
+8.16%
1 Year Return
+11.72%
3 Year Return
+47.85%
5 Year Return
–
10 Year Return
–
AUM
$626M
AUM Growth
+$626M
(+12%)
Cap. Flow
+$27.7M
Cap. Flow
% of AUM
4.42%
Top 10 Holdings %
Top 10 Hldgs %
53.49%
Holding
199
New
42
Increased
35
Reduced
67
Closed
35
Top Buys
Top Sells
| 1 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$28.6M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$28.4M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$27.6M |
| 4 |
Invesco QQQ Trust
QQQ
|
$23.6M |
| 5 |
BlackRock Capital Allocation Term Trust
BCAT
|
$17.8M |
Sector Composition
| 1 | Financials | 6.74% |
| 2 | Technology | 1.98% |
| 3 | Communication Services | 1.37% |
| 4 | Healthcare | 0.84% |
| 5 | Industrials | 0.44% |
