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
151
$41K 0.02%
350
-6,750
152
$40K 0.02%
+3,000
153
$39K 0.02%
+1,346
154
$38K 0.02%
+1,500
155
$38K 0.02%
+268
156
$37K 0.02%
+642
157
$35K 0.02%
+400
158
$34K 0.02%
+1,000
159
$34K 0.02%
+1,000
160
$33K 0.02%
+191
161
$33K 0.02%
+379
162
$32K 0.02%
+1,300
163
$30K 0.02%
+350
164
$29K 0.02%
+350
165
$29K 0.02%
+250
166
$29K 0.02%
+200
167
$28K 0.02%
+591
168
$27K 0.01%
+1,000
169
$24K 0.01%
+300
170
$24K 0.01%
+407
171
$22K 0.01%
+700
172
$22K 0.01%
+1,000
173
$22K 0.01%
+677
174
$21K 0.01%
+3,000
175
$21K 0.01%
+1,200
5 6
7
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