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
176
$225K 0.03%
+15,000
177
$224K 0.03%
+9,336
178
$221K 0.03%
+870
179
$218K 0.03%
+275
180
$214K 0.03%
+10,840
181
$213K 0.03%
+20,000
182
$212K 0.03%
+2,748
183
$204K 0.03%
+1,452
184
$204K 0.03%
+13,471
185
$197K 0.03%
+2,250
186
$196K 0.03%
+3,610
187
$193K 0.03%
+3,108
188
$188K 0.03%
+936
189
$186K 0.03%
+745
190
$182K 0.03%
+2,384
191
$181K 0.03%
+703
192
$180K 0.02%
+2,989
193
$180K 0.02%
+2,916
194
$180K 0.02%
+654
195
$179K 0.02%
+2,423
196
$175K 0.02%
+1,614
197
$175K 0.02%
+1,875
198
$175K 0.02%
+3,149
199
$171K 0.02%
+1,495
200
$169K 0.02%
+4,800
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