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
$266M
AUM Growth
-$643K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$7.52M
2 +$1.06M
3 +$891K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$684K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$565K

Top Sells

1 +$1.68M
2 +$1.6M
3 +$1.34M
4
WMT icon
Walmart Inc
WMT
+$1.23M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.15M

Sector Composition

1 Technology 9.25%
2 Communication Services 8.72%
3 Financials 8.68%
4 Healthcare 3.5%
5 Consumer Staples 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$27.5K 0.01%
385
177
$27.3K 0.01%
169
178
$27.2K 0.01%
800
179
$27K 0.01%
80
180
$27K 0.01%
225
-2,021
181
$26.4K 0.01%
300
182
$25.6K 0.01%
320
183
$25.4K 0.01%
200
184
$25.2K 0.01%
1,431
185
$23.5K 0.01%
1,000
186
$22.6K 0.01%
250
187
$22.4K 0.01%
175
188
$22.3K 0.01%
254
189
$21.2K 0.01%
340
190
$21K 0.01%
180
191
$20.9K 0.01%
714
192
$17.9K 0.01%
100
193
$17.8K 0.01%
1,100
194
$17.7K 0.01%
342
195
$17.7K 0.01%
376
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196
$17.4K 0.01%
240
197
$17.3K 0.01%
319
198
$16.3K 0.01%
70
199
$15.4K 0.01%
200
200
$14.5K 0.01%
230