AWA
Amplius Wealth Advisors Portfolio holdings
AUM
$1.08B
This Quarter Return
+5.23%
1 Year Return
+11.72%
3 Year Return
+47.85%
5 Year Return
–
10 Year Return
–
AUM
$916M
AUM Growth
+$916M
(+1.9%)
Cap. Flow
-$24.9M
Cap. Flow
% of AUM
-2.72%
Top 10 Holdings %
Top 10 Hldgs %
51.69%
Holding
178
New
11
Increased
51
Reduced
82
Closed
4
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 7.48% |
| 2 | Technology | 2.88% |
| 3 | Communication Services | 1.1% |
| 4 | Industrials | 0.73% |
| 5 | Consumer Discretionary | 0.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Blackrock
BLK
$175B
| – | – |
-317
| Closed | -$250K |
|
177
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$521M
| – | – |
-22,909
| Closed | -$580K |
|
178
SiriusXM
SIRI
$7.96B
| – | – |
-35,616
| Closed | -$101K |
|