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
$618M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$22.5M
3
+$19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$12.2M

Top Sells

1
+$12.7M
2
+$9.82M
3
+$9.36M
4
IOO icon
iShares Global 100 ETF
IOO
+$9.21M
5
IAU icon
iShares Gold Trust
IAU
+$8.1M

Sector Composition

1 Financials 5.23%
2 Technology 2.39%
3 Communication Services 1.73%
4 Healthcare 1.3%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-1,236
202
– –
-8,894
203
– –
-2,027
204
– –
-20,189
5 6 7 8
9