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
$169M
AUM Growth
+$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Sells

1 +$2.04M
2 +$1.48M
3 +$1.14M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$712K
5
GE icon
GE Aerospace
GE
+$304K

Sector Composition

1 Communication Services 8.09%
2 Technology 8.02%
3 Financials 6.25%
4 Healthcare 4.99%
5 Consumer Staples 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$26.5K 0.02%
1,000
-1,000
152
$25.8K 0.02%
105
153
$25.3K 0.02%
+1,015
154
$24.4K 0.01%
1,200
155
$23.1K 0.01%
700
156
$22.8K 0.01%
576
157
$22.7K 0.01%
5,154
158
$22.6K 0.01%
300
159
$21.8K 0.01%
+316
160
$21.8K 0.01%
852
161
$21.6K 0.01%
198
162
$21.6K 0.01%
380
163
$21.2K 0.01%
296
-20,666
164
$19.3K 0.01%
627
165
$18.5K 0.01%
319
166
$18.1K 0.01%
169
167
$17.9K 0.01%
576
168
$17.7K 0.01%
613
169
$15.9K 0.01%
+135
170
$15.8K 0.01%
+78
171
$15.4K 0.01%
+237
172
$15.1K 0.01%
+106
173
$14.3K 0.01%
410
174
$13.7K 0.01%
327
175
$13.7K 0.01%
+62