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
201
$167K 0.02%
+3,647
202
$162K 0.02%
+864
203
$161K 0.02%
+1,087
204
$160K 0.02%
+1,376
205
$151K 0.02%
+3,685
206
$150K 0.02%
+727
207
$150K 0.02%
+3,000
208
$149K 0.02%
+503
209
$149K 0.02%
+2,779
210
$147K 0.02%
+654
211
$146K 0.02%
+1,927
212
$142K 0.02%
+3,000
213
$142K 0.02%
+2,978
214
$141K 0.02%
+1,244
215
$140K 0.02%
+5,195
216
$138K 0.02%
+796
217
$132K 0.02%
+800
218
$130K 0.02%
+378
219
$129K 0.02%
+2,302
220
$129K 0.02%
+991
221
$128K 0.02%
+337
222
$128K 0.02%
+5,000
223
$128K 0.02%
+1,760
224
$126K 0.02%
+1,170
225
$124K 0.02%
+2,546
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