AWM
Ameliora Wealth Management Portfolio holdings
AUM
$280M
This Quarter Return
+5.39%
1 Year Return
+17.11%
3 Year Return
+57.98%
5 Year Return
–
10 Year Return
–
AUM
$240M
AUM Growth
+$240M
(+8.9%)
Cap. Flow
+$13.5M
Cap. Flow
% of AUM
5.63%
Top 10 Holdings %
Top 10 Hldgs %
55.5%
Holding
192
New
10
Increased
31
Reduced
43
Closed
29
Top Buys
| 1 |
iShares Investment Grade Systematic Bond ETF
IGEB
|
$9.49M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.93M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$6.66M |
| 4 |
Broadcom
AVGO
|
$4.17M |
| 5 |
abrdn Physical Gold Shares ETF
SGOL
|
$2.82M |
Top Sells
Sector Composition
| 1 | Technology | 9.43% |
| 2 | Communication Services | 7.61% |
| 3 | Financials | 6.87% |
| 4 | Healthcare | 4.56% |
| 5 | Consumer Staples | 2.92% |
