AWM

Ameliora Wealth Management Portfolio holdings

AUM $328M
1-Year Est. Return 21.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$3.76M
3
+$3.35M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$2.95M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.56M

Top Sells

1
+$5.51M
2
+$2.52M
3
+$1.92M
4
JPM icon
JPMorgan Chase
JPM
+$1.85M
5
V icon
Visa
V
+$1.69M

Sector Composition

1 Technology 9.9%
2 Communication Services 8.36%
3 Financials 7.76%
4 Healthcare 2.37%
5 Consumer Discretionary 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$20.6K 0.01%
50
-50
177
$20.4K 0.01%
5,615
178
$19.7K 0.01%
303
-8,420
179
$18.6K 0.01%
70
180
$17.5K 0.01%
420
-210
181
$17.2K 0.01%
342
182
$16.4K 0.01%
319
183
$15.8K 0.01%
+65
184
$15.5K 0.01%
200
185
$15.3K 0.01%
40
186
$14.4K 0.01%
190
187
$14.3K 0.01%
230
188
$14.2K 0.01%
187
189
$13.7K ﹤0.01%
113
190
$13.7K ﹤0.01%
506
191
$13.6K ﹤0.01%
107
192
$13.6K ﹤0.01%
327
193
$13.1K ﹤0.01%
370
194
$11.2K ﹤0.01%
1,000
195
$10.8K ﹤0.01%
188
196
$9.94K ﹤0.01%
51
197
$9.1K ﹤0.01%
698
198
$8.51K ﹤0.01%
75
199
$8.44K ﹤0.01%
309
200
$8.33K ﹤0.01%
130
-255
6 7
8
9 10