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
$221M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$876K
3
+$680K
4
LLY icon
Eli Lilly
LLY
+$619K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$529K

Top Sells

1
+$1.58M
2
+$620K
3
+$440K
4
VT icon
Vanguard Total World Stock ETF
VT
+$248K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$155K

Sector Composition

1 Technology 9.58%
2 Financials 7.37%
3 Communication Services 7.32%
4 Healthcare 4.52%
5 Consumer Staples 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$64.2K 0.03%
+500
127
$62.6K 0.03%
400
128
$58.2K 0.03%
3,308
+3,000
129
$54.8K 0.02%
391
130
$53.4K 0.02%
1,200
131
$50.7K 0.02%
238
132
$48.8K 0.02%
+4,000
133
$48K 0.02%
350
134
$46.1K 0.02%
1,065
135
$45.8K 0.02%
500
-379
136
$45.4K 0.02%
466
137
$42.2K 0.02%
2,325
138
$41.9K 0.02%
+3,000
139
$41.5K 0.02%
1,000
140
$39.8K 0.02%
418
141
$39.2K 0.02%
191
142
$37.9K 0.02%
1,300
143
$36.3K 0.02%
297
144
$35K 0.02%
105
145
$33.2K 0.02%
250
146
$31.7K 0.01%
700
147
$31.4K 0.01%
1,377
-4,523
148
$30.8K 0.01%
2,380
-2,500
149
$30.4K 0.01%
50
-50
150
$29.4K 0.01%
198
4 5
6
7 8