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
201
-410
202
-144
203
-100
204
-300
205
-296
206
-636
207
-83