AWM
Ameliora Wealth Management Portfolio holdings
AUM
$280M
1-Year Est. Return
17.11%
1 Year Est. Return
+17.11%
AUM
$266M
AUM Growth
-$643K
(-0.24%)
Holding
251
Top Buys
| 1 | +$7.52M | |
| 2 | +$1.06M | |
| 3 | +$891K | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$684K |
| 5 |
ProShares UltraPro QQQ
TQQQ
|
+$565K |
Top Sells
| 1 | +$1.68M | |
| 2 | +$1.6M | |
| 3 | +$1.34M | |
| 4 |
Walmart
WMT
|
+$1.23M |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
+$1.15M |
Sector Composition
| 1 | Technology | 9.25% |
| 2 | Communication Services | 8.72% |
| 3 | Financials | 8.68% |
| 4 | Healthcare | 3.5% |
| 5 | Consumer Staples | 2.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
ASML
ASML
$400B
| – | – |
-100
|
|