AWM

Ameliora Wealth Management Portfolio holdings

AUM $280M
1-Year Est. Return 17.11%
This Quarter Est. Return
1 Year Est. Return
+17.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Sells

1 +$7.12M
2 +$5.72M
3 +$5.31M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.5M
5
URTH icon
iShares MSCI World ETF
URTH
+$2.99M

Sector Composition

1 Communication Services 8.19%
2 Technology 8.06%
3 Financials 6.61%
4 Healthcare 4.81%
5 Consumer Staples 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-1,549
252
-1,282
253
-3,500
254
-118
255
-1,755
256
-800
257
-922
258
-2,000
259
-750
260
-125,425
261
-25
262
-1,913
263
-745
264
-2,064
265
-3,032
266
-400
267
-2,431
268
-4,370
269
-1,957