AWM

Ameliora Wealth Management Portfolio holdings

AUM $328M
1-Year Est. Return 21.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
-$302K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.58M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.5M
5
AVGO icon
Broadcom
AVGO
+$2.38M

Top Sells

1
+$8.08M
2
+$4.2M
3
+$2.89M
4
HD icon
Home Depot
HD
+$2.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.13M

Sector Composition

1 Technology 10.84%
2 Communication Services 8.04%
3 Financials 7.06%
4 Healthcare 5.03%
5 Consumer Staples 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$40.2K 0.02%
920
-715
127
$38.9K 0.02%
500
128
$38.4K 0.02%
297
129
$37.7K 0.02%
1,300
130
$35.1K 0.02%
350
-460
131
$34.8K 0.02%
250
132
$33.7K 0.02%
500
133
$33.7K 0.02%
105
134
$32.5K 0.01%
700
135
$31.9K 0.01%
1,200
136
$30.5K 0.01%
198
137
$30.4K 0.01%
2,380
138
$29.4K 0.01%
576
139
$28.8K 0.01%
400
-500
140
$27.8K 0.01%
1,100
141
$27.3K 0.01%
185
142
$27K 0.01%
1,000
143
$24.3K 0.01%
450
144
$22.8K 0.01%
169
145
$21.7K 0.01%
380
146
$21.5K 0.01%
576
147
$21K 0.01%
122
148
$21K 0.01%
627
149
$17.4K 0.01%
352
-148
150
$16K 0.01%
36
4 5
6
7 8