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
176
$20K 0.01%
+500
177
$19K 0.01%
+490
178
$19K 0.01%
+460
179
$18K 0.01%
+940
180
$18K 0.01%
+576
181
$17K 0.01%
+766
182
$17K 0.01%
+149
183
$16K 0.01%
57
184
$16K 0.01%
+303
185
$16K 0.01%
+235
186
$15K 0.01%
+1,000
187
$15K 0.01%
+320
188
$14K 0.01%
+50
189
$13K 0.01%
+169
190
$13K 0.01%
+525
191
$12K 0.01%
+506
192
$12K 0.01%
+741
193
$10K 0.01%
+188
194
$9K ﹤0.01%
+400
195
$9K ﹤0.01%
+118
196
$8K ﹤0.01%
+309
197
$8K ﹤0.01%
+40
198
$8K ﹤0.01%
+39
199
$8K ﹤0.01%
+1,000
200
$7K ﹤0.01%
+60
6 7
8
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