AWM

Ameliora Wealth Management Portfolio holdings

AUM $300M
1-Year Est. Return 19.32%
This Quarter Est. Return
1 Year Est. Return
+19.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$8.73M
3
+$8.43M
4
TMUS icon
T-Mobile US
TMUS
+$8.03M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$7.56M

Top Sells

1
+$19.4M
2
+$4.51M
3
+$2.83M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.98M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.63M

Sector Composition

1 Communication Services 7.56%
2 Consumer Staples 5.69%
3 Technology 5.05%
4 Healthcare 4.21%
5 Financials 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$68K 0.04%
+745
127
$65K 0.04%
+840
128
$64K 0.03%
+500
129
$64K 0.03%
+233
130
$64K 0.03%
+424
131
$63K 0.03%
+709
132
$61K 0.03%
+2,000
133
$60K 0.03%
+2,486
134
$59K 0.03%
+611
135
$56K 0.03%
+676
136
$52K 0.03%
+200
137
$51K 0.03%
+300
138
$50K 0.03%
+804
139
$49K 0.03%
+462
140
$47K 0.03%
+2,096
141
$47K 0.03%
+636
142
$46K 0.02%
+500
143
$46K 0.02%
+1,260
144
$46K 0.02%
+1,800
145
$46K 0.02%
+400
146
$45K 0.02%
+1,118
147
$43K 0.02%
+1,101
148
$43K 0.02%
+500
149
$42K 0.02%
+565
150
$42K 0.02%
+656
4 5
6
7 8