AW

Ameliora Wealth Management Ltd.

13F
Ameliora Wealth Management Ltd.
Last update 2025-07-23 214 Stocks (6 new)
Value $280.00 Mil Turnover 10 %
Countries:
Top Holdings: IGEB(8.91%)FLRN(7.17%)IGIB(6.66%)AGG(5.90%)SGOL(5.79%)
Summary Stock Picks Current Portfolio
Ameliora Wealth Management Ltd... Top Holdings of 2025-06-30 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
548,401
24,919.4
+5.15%
8.910
+0.44%
1.950
+3.44%
+4.39%
1,269.7
 
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
SPDR Bloomberg Investment Grade Floating Rate ETF
650,546
20,056.3
+6.05%
7.170
+0.41%
0.720
+1.59%
+2.83%
2,783.0
 
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
349,225
18,610.2
+1.47%
6.660
+0.10%
0.120
+3.79%
+5.39%
15,555.8
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
166,322
16,499.1
-25.27%
5.900
-2.09%
0.010
+1.65%
+3.49%
128,152.2
 
SGOL
abrdn Physical Gold Shares ETF
513,662
16,201.2
+18.90%
5.790
+0.92%
0.310
+2.86%
+29.02%
5,358.7
 
IVV
iShares Core S&P 500 ETF
24,581
15,262.3
+36.27%
5.460
+1.45%
0.000
+18.87%
+8.94%
642,209.1
 
TMUS
T-Mobile US Inc
60,000
14,295.6
0%
5.110
0%
0.010
-9.47%
+6.73%
263,744.5
Telecommunication Services
SPY
SPDR S&P 500 ETF Trust
12,248
7,567.4
-0.46%
2.710
-0.01%
0.000
+18.80%
+8.86%
654,366.5
 
NVDA
NVIDIA Corp
40,738
6,436.2
+0.12%
2.300
0%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors
IGSB
iShares 1-3 Year Credit Bond ETF
119,319
6,295.3
+1,391.49%
2.250
+2.10%
0.030
+2.21%
+4.02%
21,629.9
 

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
IGSB
iShares 1-3 Year Credit Bond ETF
2025-06-30
Add
Add
+2.10%
●
51.68 ($52.25) 52.76
$52.61
0.69%
Add 1391.49%
119,319
111,319
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-06-30
Reduce
Reduce
-2.09%
●
96.82 ($98) 99.46
$98.35
0.36%
Reduce -25.27%
166,322
-56,250
IVV
iShares Core S&P 500 ETF
2025-06-30
Add
Add
+1.45%
●
498.8 ($573.99) 620.9
$637.33
11.04%
Add 36.27%
24,581
6,543
VGK
Vanguard FTSE Europe ETF
2025-06-30
Add
Add
+1.26%
●
62.73 ($73.73) 78.42
$79.57
7.92%
Add 145.44%
76,608
45,396
EWG
iShares MSCI Germany ETF
2025-06-30
Add
Add
+1.12%
●
33.22 ($39.89) 42.57
$43.21
8.32%
Add 2046.32%
77,375
73,770
SGOL
abrdn Physical Gold Shares ETF
2025-06-30
Add
Add
+0.92%
●
28.39 ($31.32) 32.75
$32.32
3.19%
Add 18.9%
513,662
81,635
IWY
iShares Russell Top 200 Growth ETF
2025-06-30
Reduce
Reduce
-0.90%
●
187.5 ($222.41) 246.51
$253.28
13.88%
Reduce -41.52%
15,950
-11,323
JPM
JPMorgan Chase & Co
2025-06-30
Reduce
Reduce
-0.67%
●
210.28 ($255.03) 289.91
$296.76
16.36%
Reduce -31.52%
15,764
-7,257
V
Visa Inc
2025-06-30
Reduce
Reduce
-0.64%
●
308.27 ($348.58) 373.31
$355.29
1.92%
Reduce -32.71%
9,980
-4,851
MSFT
Microsoft Corp
2025-06-30
Reduce
Reduce
-0.63%
●
354.56 ($433.34) 497.45
$505.87
16.74%
Reduce -31.65%
9,569
-4,430

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 2025-06-30

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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