AW

Ameliora Wealth Management Ltd.

13F
Ameliora Wealth Management Ltd.
Last update 2025-04-15 238 Stocks (12 new)
Value $266.00 Mil Turnover 6 %
Countries:
Top Holdings: IGEB(8.83%)AGG(8.28%)FLRN(7.11%)IGIB(6.80%)TMUS(6.02%)
Summary Stock Picks Current Portfolio
Ameliora Wealth Management Ltd... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IGEB
iShares Investment Grade Systematic Bond ETF
iShares Investment Grade Systematic Bond ETF
521,558
23,475.5
+4.73%
8.830
+0.40%
2.170
+2.72%
+2.03%
1,271.8
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
222,572
22,016.8
+3.21%
8.280
+0.26%
0.020
+2.13%
+3.72%
128,438.9
 
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
SPDR Bloomberg Investment Grade Floating Rate ETF
613,445
18,906.4
+66.04%
7.110
+2.83%
0.680
+1.66%
+2.80%
2,782.1
 
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
344,179
18,076.3
+5.19%
6.800
+0.34%
0.120
+4.18%
+5.57%
15,582.1
 
TMUS
T-Mobile US Inc
60,000
16,002.6
0%
6.020
0%
0.010
-9.36%
+6.42%
264,842.6
Telecommunication Services
SGOL
abrdn Physical Gold Shares ETF
432,027
12,882.8
+1.66%
4.850
+0.08%
0.270
+1.65%
+30.66%
5,426.6
 
IVV
iShares Core S&P 500 ETF
18,038
10,135.5
+1.25%
3.810
+0.05%
0.000
+19.71%
+7.98%
636,576.3
 
SPY
SPDR S&P 500 ETF Trust
12,305
6,883.3
-16.28%
2.590
-0.53%
0.000
+19.62%
+7.94%
648,846.5
 
AAPL
Apple Inc
30,877
6,858.7
-11.19%
2.580
-0.37%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
IWY
iShares Russell Top 200 Growth ETF
27,273
5,753.0
-16.65%
2.160
-0.48%
0.050
+26.02%
+6.96%
14,275.8
 

Ameliora Wealth Management Ltd.'s Historical Top Holdings Breakdowns

Ameliora Wealth Management Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
SPDR Bloomberg Investment Grade Floating Rate ETF
2025-03-31
Add
Add
+2.83%
●
30.71 ($30.8) 30.87
$30.81
0.03%
Add 66.04%
613,445
243,992
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-0.83%
●
167.43 ($211.65) 244.7
$278.59
31.63%
Reduce -30.41%
21,895
-9,570
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-0.69%
●
468.34 ($508.07) 539.52
$561.25
10.47%
Reduce -24.15%
11,226
-3,574
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-0.53%
●
551.42 ($587.78) 612.93
$628.86
6.99%
Reduce -16.28%
12,305
-2,393
IWY
iShares Russell Top 200 Growth ETF
2025-03-31
Reduce
Reduce
-0.48%
●
210.19 ($230.05) 243.33
$251.11
9.15%
Reduce -16.65%
27,273
-5,448
WMT
Walmart Inc
2025-03-31
Reduce
Reduce
-0.47%
●
84.5 ($93.81) 105.05
$95.85
2.17%
Reduce -25.28%
41,316
-13,982
IGEB
iShares Investment Grade Systematic Bond ETF
iShares Investment Grade Systematic Bond ETF
2025-03-31
Add
Add
+0.40%
●
43.76 ($44.64) 45.31
$45.26
1.39%
Add 4.73%
521,558
23,563
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.37%
●
209.68 ($231.67) 247.1
$214.40
-7.45%
Reduce -11.19%
30,877
-3,891
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
2025-03-31
Add
Add
+0.34%
●
50.82 ($51.94) 52.7
$53.14
2.31%
Add 5.19%
344,179
16,974
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+0.26%
●
95.85 ($97.76) 99.25
$98.57
0.83%
Add 3.21%
222,572
6,912

Ameliora Wealth Management Ltd. Total Holding History ($B)

To

Ameliora Wealth Management Ltd.'s Asset Allocation

To

Ameliora Wealth Management Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Ameliora Wealth Management Ltd.'s Hypothetical Growth since 2025-03-31

Ameliora Wealth Management Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

Ameliora Wealth Management Ltd.'s Holdings Heat Map

Size field:

Ameliora Wealth Management Ltd.'s Holdings Bubble Chart

Ameliora Wealth Management Ltd. News

  • 1

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