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AWA
Amplius Wealth Advisors Portfolio holdings
AUM
$1.2B
1-Year Est. Return
15.23%
This Fund
S&P 500
1 Year Est. Return
+15.23%
AUM
$1.16B
AUM Growth
+$81.7M
(+7.6%)
Holding
208
Top Buys
| 1 | +$228M | |
| 2 | +$48.1M | |
| 3 | +$30.3M | |
| 4 |
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
|
+$4.58M |
| 5 |
Goldman Sachs Access Ultra Short Bond ETF
GSST
|
+$4.58M |
Top Sells
| 1 | +$89.5M | |
| 2 | +$34.1M | |
| 3 | +$27.8M | |
| 4 |
Harbor International Compounders ETF
OSEA
|
+$27.2M |
| 5 |
CPSL
Calamos Laddered S&P 500 Structured Alt Protection ETF
CPSL
|
+$20M |
Sector Composition
| 1 | Financials | 6.4% |
| 2 | Technology | 2.03% |
| 3 | Communication Services | 0.73% |
| 4 | Industrials | 0.55% |
| 5 | Consumer Discretionary | 0.39% |