AWA

Amplius Wealth Advisors Portfolio holdings

AUM $1.19B
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$899M
AUM Growth
+$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$16.3M
3
+$13.8M
4
UTEN icon
US Treasury 10 Year Note ETF
UTEN
+$10.8M
5
MUST icon
Columbia Multi-Sector Municipal Income ETF
MUST
+$7.88M

Top Sells

1
+$11.8M
2
+$11.4M
3
+$8.85M
4
USTB icon
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
+$8.08M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$7.86M

Sector Composition

1 Financials 6.84%
2 Technology 2.75%
3 Communication Services 1.08%
4 Industrials 0.68%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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179
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180
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181
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182
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-878
183
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184
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185
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-8,073
186
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187
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-162,168
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