Amplius Wealth Advisors, LLC
CIK Number: 0001900584
975.3M
Market Value
152
# of Holdings
9 months
Avg. Holding Period
80.00%
Win Rate
16.00%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 100.18 | +0.29% | 916.55K | +1.30% | 90.88M | 80.68 | 9.92% | |
| 2 | Vanguard Bd Ind... | 76.42 | -0.19% | 696.08K | +0.40% | 54.55M | 75.53 | 5.95% | |
| 3 | Rbb Fd Inc | 58.23 | -0.99% | 741.38K | +16.92% | 41.69M | 47.34 | 4.55% | |
| 4 | John Hancock Ex... | 58.16 | -1.76% | 581.66K | -11.04% | 35.01M | 47.12 | 3.82% | |
| 5 | Ishares Tr | 107.56 | -1.49% | 285.37K | +1.13K% | 33.38M | 114.82 | 3.64% |
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