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

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
151
$28.4K 0.01%
576
152
$27.6K 0.01%
255
153
$27.3K 0.01%
1,200
154
$26.8K 0.01%
185
-496
155
$26.3K 0.01%
580
156
$26.3K 0.01%
1,000
157
$26K 0.01%
450
158
$24K 0.01%
500
-215
159
$23.2K 0.01%
627
160
$22.7K 0.01%
+500
161
$21.9K 0.01%
380
162
$21.7K 0.01%
169
163
$21.2K 0.01%
576
164
$18.2K 0.01%
122
165
$15.1K 0.01%
319
166
$14.4K 0.01%
36
167
$14.2K 0.01%
350
168
$13.8K 0.01%
327
169
$13.6K 0.01%
506
170
$13K 0.01%
230
171
$12.8K 0.01%
741
172
$10.4K ﹤0.01%
51
173
$10.3K ﹤0.01%
+5,615
174
$10.2K ﹤0.01%
188
175
$9.68K ﹤0.01%
698