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Home > Institutional Investor > Amplius Wealth Advisors, Llc > Profile

Instuitional Investor - Amplius Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Amplius Wealth Advisors, Llc
Portfolio Value $827,420,612
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 724,233 $58,313,199 7.04%
2.
Vanguard Bond Index Funds
 BND 669,834 $51,158,020 6.18%
3.
Wisdomtree Tr
 605,300 $42,536,468 5.14%
4.
Putnam Etf Trust
 1,262,454 $39,813,216 4.81%
5.
Pacer Fds Tr
 1,146,998 $35,829,731 4.33%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)