Ameliora Wealth Management Ltd.
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Ameliora Wealth Management Ltd.
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | IGIB | ISHARES TR | 7.63% | 23.947 M $ | 449962 | 2023/03/31 | -250.530 K $ | -1.22 % |
| 2026/03/31 | IGSB | ISHARES TR | 7.37% | 23.110 M $ | 439688 | 2022/03/31 | -67.258 K $ | -0.61 % |
| 2026/03/31 | FLRN | SPDR SERIES TRUST | 7.22% | 22.659 M $ | 736152 | 2022/09/30 | 31.656 K $ | 0.16 % |
| 2026/03/31 | IVV | ISHARES TR | 6.98% | 21.910 M $ | 33542 | 2022/09/30 | -1.093 M $ | -4.63 % |
| 2026/03/31 | SGOL | ETFS GOLD TR | 6.70% | 21.016 M $ | 471014 | 2022/09/30 | 2.082 M $ | 8.62 % |
| 2026/03/31 | IGEB | ISHARES TR | 6.10% | 19.134 M $ | 424623 | 2023/03/31 | -341.506 K $ | -1.31 % |
| 2026/03/31 | VGK | VANGUARD INTL EQUITY INDEX F | 2.86% | 8.974 M $ | 108871 | 2023/12/31 | -110.853 K $ | -1.41 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 2.43% | 7.608 M $ | 11699 | 2021/12/31 | -382.970 K $ | -4.63 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 2.42% | 7.587 M $ | 43505 | 2022/06/30 | -528.152 K $ | -6.49 % |
| 2026/03/31 | GRID | FIRST TR EXCHANGE-TRADED FD | 2.32% | 7.283 M $ | 44520 | 2024/06/30 | 475.073 K $ | 6.90 % |
| 2026/03/31 | SDVY | FIRST TR EXCHANGE TRADED FD | 2.20% | 6.916 M $ | 175394 | 2025/03/31 | 2.303 K $ | 2.90 % |
| 2026/03/31 | AGG | ISHARES TR | 2.05% | 6.432 M $ | 64790 | 2022/03/31 | -85.577 K $ | -0.61 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 1.91% | 5.980 M $ | 10361 | 2022/09/30 | -405.496 K $ | -6.04 % |
| 2026/03/31 | DBJP | DBX ETF TR | 1.80% | 5.645 M $ | 55876 | 2022/09/30 | 343.942 K $ | 6.72 % |
| 2026/03/31 | AVGO | BROADCOM INC | 1.66% | 5.204 M $ | 16813 | 2023/03/31 | -634.946 K $ | -10.57 % |
| 2026/03/31 | AAPL | APPLE INC | 1.64% | 5.154 M $ | 20310 | 2022/09/30 | -366.315 K $ | -6.65 % |
| 2026/03/31 | EWG | ISHARES INC | 1.57% | 4.934 M $ | 124387 | 2024/12/31 | -303.401 K $ | -6.66 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 1.39% | 4.371 M $ | 15200 | 2022/03/31 | -401.417 K $ | -8.13 % |
| 2026/03/31 | IWY | ISHARES TR | 1.37% | 4.291 M $ | 17244 | 2022/09/30 | -1.050 M $ | -10.15 % |
| 2026/03/31 | SHLD | GLOBAL X FDS | 1.36% | 4.261 M $ | 60151 | 2025/09/30 | 354.880 K $ | 9.34 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 1.34% | 4.197 M $ | 11337 | 2021/12/31 | -1.353 M $ | -23.46 % |
| 2026/03/31 | C | CITIGROUP INC | 1.31% | 4.101 M $ | 36160 | 2022/09/30 | -118.604 K $ | -2.81 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 1.30% | 4.069 M $ | 13832 | 2022/09/30 | -396.515 K $ | -8.71 % |
| 2026/03/31 | WMT | WALMART INC | 1.26% | 3.968 M $ | 31925 | 2021/12/31 | 509.240 K $ | 11.55 % |
| 2026/03/31 | EUFN | ISHARES TR | 1.20% | 3.749 M $ | 107572 | 2025/09/30 | -160.782 K $ | -6.04 % |
| 2026/03/31 | WM | WASTE MGMT INC DEL | 1.16% | 3.638 M $ | 15830 | 2022/09/30 | 166.057 K $ | 4.59 % |
| 2026/03/31 | TJX | TJX COS INC NEW | 1.14% | 3.573 M $ | 22373 | 2022/12/31 | 141.750 K $ | 3.96 % |
| 2026/03/31 | VT | VANGUARD INTL EQUITY INDEX F | 1.08% | 3.398 M $ | 24569 | 2021/12/31 | -79.317 K $ | -1.94 % |
| 2026/03/31 | V | VISA INC | 1.04% | 3.252 M $ | 10759 | 2022/09/30 | -544.463 K $ | -13.82 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.97% | 3.043 M $ | 14609 | 2021/12/31 | -331.935 K $ | -9.77 % |
| 2026/03/31 | NEAR | ISHARES U S ETF TR | 0.81% | 2.554 M $ | 50237 | 2022/09/30 | -13.061 K $ | -0.51 % |
| 2026/03/31 | GS | GOLDMAN SACHS GROUP INC | 0.81% | 2.550 M $ | 3014 | 2025/06/30 | -102.165 K $ | -3.76 % |
| 2026/03/31 | GDX | VANECK ETF TRUST | 0.70% | 2.196 M $ | 23933 | 2024/12/31 | 144.078 K $ | 7.00 % |
| 2026/03/31 | MA | MASTERCARD INCORPORATED | 0.67% | 2.106 M $ | 4215 | 2022/09/30 | -300.192 K $ | -12.48 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.65% | 2.030 M $ | 7078 | 2021/12/31 | -236.506 K $ | -8.59 % |
| 2026/03/31 | SLV | ISHARES SILVER TR | 0.63% | 1.970 M $ | 28907 | 2025/03/31 | 322.412 K $ | 5.77 % |
| 2026/03/31 | EWL | ISHARES INC | 0.55% | 1.735 M $ | 29501 | 2023/06/30 | -33.060 K $ | -1.92 % |
| 2026/03/31 | SOFI | SOFI TECHNOLOGIES INC | 0.51% | 1.588 M $ | 100000 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 0.50% | 1.563 M $ | 3632 | 2023/03/31 | 106.527 K $ | 8.57 % |
| 2026/03/31 | BIL | SPDR SERIES TRUST | 0.47% | 1.481 M $ | 16163 | 2022/09/30 | 4.202 K $ | 0.28 % |
| 2026/03/31 | PWR | QUANTA SVCS INC | 0.43% | 1.333 M $ | 2428 | 2023/03/31 | 311.940 K $ | 30.08 % |
| 2026/03/31 | GE | GE AEROSPACE | 0.39% | 1.236 M $ | 4357 | 2022/09/30 | -109.800 K $ | -7.88 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.38% | 1.187 M $ | 1290 | 2022/09/30 | -205.565 K $ | -14.41 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.37% | 1.148 M $ | 1920 | 2021/12/31 | -68.329 K $ | -4.72 % |
| 2026/03/31 | ULST | SSGA ACTIVE ETF TR | 0.36% | 1.125 M $ | 27767 | 2022/09/30 | -277.000 $ | -0.02 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.36% | 1.113 M $ | 6563 | 2023/09/30 | 294.489 K $ | 40.98 % |
| 2026/03/31 | IAU | ISHARES GOLD TR | 0.35% | 1.102 M $ | 12500 | 2024/12/31 | 87.374 K $ | 8.61 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.35% | 1.084 M $ | 1895 | 2022/09/30 | -184.628 K $ | -13.33 % |
| 2026/03/31 | UNH | UNITEDHEALTH GROUP INC | 0.35% | 1.082 M $ | 4000 | 2022/09/30 | -238.080 K $ | -18.03 % |
| 2026/03/31 | IYC | ISHARES TR | 0.34% | 1.066 M $ | 11000 | 2024/12/31 | -68.309 K $ | -6.02 % |
| 2026/03/31 | ITA | ISHARES TR | 0.29% | 920.700 K $ | 4210 | 2024/12/31 | 17.092 K $ | 1.89 % |
| 2026/03/31 | PANW | PALO ALTO NETWORKS INC | 0.26% | 823.083 K $ | 5134 | 2022/09/30 | -127.447 K $ | -12.96 % |
| 2026/03/31 | MU | MICRON TECHNOLOGY INC | 0.26% | 814.532 K $ | 2411 | 2022/09/30 | 105.436 K $ | 18.37 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.21% | 667.451 K $ | 1975 | 2022/09/30 | 67.268 K $ | 11.21 % |
| 2026/03/31 | IBIT | ISHARES BITCOIN TRUST ETF | 0.21% | 666.088 K $ | 17337 | 2024/12/31 | -194.694 K $ | -22.62 % |
| 2026/03/31 | BA | BOEING CO | 0.21% | 646.848 K $ | 3250 | 2022/12/31 | -81.405 K $ | -8.33 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.20% | 627.752 K $ | 1310 | 2022/09/30 | -30.719 K $ | -4.67 % |
| 2026/03/31 | FLOT | ISHARES TR | 0.20% | 622.100 K $ | 12210 | 2022/09/30 | 1.098 K $ | 0.18 % |
| 2026/03/31 | IBKR | INTERACTIVE BROKERS GROUP IN | 0.20% | 620.532 K $ | 9252 | 2025/03/31 | 27.475 K $ | 4.29 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.19% | 605.829 K $ | 608 | 2021/12/31 | 89.303 K $ | 15.55 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.19% | 604.769 K $ | 2923 | 2022/09/30 | 118.461 K $ | 35.75 % |
| 2026/03/31 | RIO | RIO TINTO PLC | 0.19% | 604.519 K $ | 6480 | 2024/03/31 | 85.924 K $ | 16.57 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 0.18% | 554.305 K $ | 5765 | 2022/12/31 | 14.435 K $ | 2.55 % |
| 2026/03/31 | IJH | ISHARES TR | 0.17% | 539.024 K $ | 7982 | 2024/12/31 | 12.212 K $ | 2.32 % |
| 2026/03/31 | GEV | GE VERNOVA INC | 0.17% | 532.469 K $ | 610 | 2024/06/30 | 133.791 K $ | 33.56 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.17% | 522.093 K $ | 3549 | 2025/03/31 | -182.500 K $ | -24.52 % |
| 2026/03/31 | XLF | SELECT SECTOR SPDR TR | 0.16% | 493.700 K $ | 10000 | 2024/12/31 | -54.000 K $ | -9.86 % |
| 2026/03/31 | DIS | DISNEY WALT CO | 0.16% | 487.972 K $ | 5063 | 2022/09/30 | -88.045 K $ | -15.29 % |
| 2026/03/31 | HZO | MARINEMAX INC | 0.15% | 476.256 K $ | 17600 | 2024/12/31 | 49.807 K $ | 11.68 % |
| 2026/03/31 | EAGG | ISHARES TR | 0.15% | 475.500 K $ | 10000 | 2023/03/31 | -3.000 K $ | -0.63 % |
| 2026/03/31 | ISRG | INTUITIVE SURGICAL INC | 0.15% | 472.515 K $ | 1025 | 2022/09/30 | -116.117 K $ | -18.60 % |
| 2026/03/31 | TMO | THERMO FISHER SCIENTIFIC INC | 0.15% | 470.886 K $ | 958 | 2023/03/31 | -90.557 K $ | -15.17 % |
| 2026/03/31 | ATMP | BARCLAYS BANK PLC | 0.14% | 453.435 K $ | 13159 | 2025/09/30 | 95.919 K $ | 19.56 % |
| 2026/03/31 | LOW | LOWES COS INC | 0.14% | 433.338 K $ | 1834 | 2023/03/31 | -8.730 K $ | -2.02 % |
| 2026/03/31 | SPGI | S&P GLOBAL INC | 0.14% | 428.317 K $ | 1007 | 2023/12/31 | -105.905 K $ | -18.61 % |
| 2026/03/31 | VWO | VANGUARD INTL EQUITY INDEX F | 0.13% | 410.780 K $ | 7600 | 2024/03/31 | 1.449 K $ | 0.54 % |
| 2026/03/31 | AMD | ADVANCED MICRO DEVICES INC | 0.13% | 398.519 K $ | 1959 | 2022/09/30 | -21.020 K $ | -5.01 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.13% | 393.681 K $ | 1197 | 2022/09/30 | -18.206 K $ | -4.42 % |
| 2026/03/31 | INDA | ISHARES TR | 0.12% | 380.733 K $ | 8130 | 2022/09/30 | -58.617 K $ | -13.34 % |
| 2026/03/31 | VCIT | VANGUARD SCOTTSDALE FDS | 0.12% | 368.238 K $ | 4450 | 2024/09/30 | -4.450 K $ | -1.19 % |
| 2026/03/31 | ISHARES TR | 0.11% | 359.231 K $ | 12997 | 2025/03/31 | -6.888 K $ | -1.88 % | |
| 2026/03/31 | RSP | INVESCO EXCHANGE TRADED FD T | 0.11% | 343.345 K $ | 1789 | 2021/12/31 | 646.000 $ | 0.19 % |
| 2026/03/31 | WFC | WELLS FARGO & CO | 0.11% | 341.845 K $ | 4294 | 2022/09/30 | -58.355 K $ | -14.58 % |
| 2026/03/31 | BAC | BANK AMERICA CORP | 0.10% | 327.454 K $ | 6717 | 2022/09/30 | -50.106 K $ | -11.36 % |
| 2026/03/31 | VOE | VANGUARD INDEX FDS | 0.10% | 322.490 K $ | 1750 | 2024/03/31 | 12.092 K $ | 3.90 % |
| 2026/03/31 | INTC | INTEL CORP | 0.10% | 322.149 K $ | 7300 | 2024/12/31 | 52.779 K $ | 19.59 % |
| 2026/03/31 | IRM | IRON MTN INC DEL | 0.10% | 316.634 K $ | 3100 | 2022/09/30 | 83.476 K $ | 23.13 % |
| 2026/03/31 | HACK | AMPLIFY ETF TR | 0.10% | 300.360 K $ | 4000 | 2024/12/31 | -21.120 K $ | -6.57 % |
| 2026/03/31 | CRWD | CROWDSTRIKE HLDGS INC | 0.09% | 288.903 K $ | 740 | 2022/09/30 | -57.978 K $ | -16.71 % |
| 2026/03/31 | PGR | PROGRESSIVE CORP | 0.09% | 278.329 K $ | 1404 | 2025/06/30 | -40.269 K $ | -12.95 % |
| 2026/03/31 | OEF | ISHARES TR | 0.08% | 251.911 K $ | 792 | 2024/12/31 | -19.720 K $ | -7.26 % |
| 2026/03/31 | PEP | PEPSICO INC | 0.08% | 250.638 K $ | 1614 | 2022/09/30 | 18.996 K $ | 8.20 % |
| 2026/03/31 | COPX | GLOBAL X FDS | 0.08% | 248.138 K $ | 3250 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | NET | CLOUDFLARE INC | 0.08% | 245.545 K $ | 1190 | 2024/12/31 | 12.581 K $ | 4.66 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 0.08% | 242.293 K $ | 342 | 2024/03/31 | 46.371 K $ | 23.67 % |
| 2026/03/31 | FEZ | SPDR INDEX SHS FDS | 0.07% | 231.558 K $ | 3730 | 2024/06/30 | -7.923 K $ | -3.59 % |
| 2026/03/31 | USB | US BANCORP | 0.07% | 228.844 K $ | 4400 | 2022/09/30 | -5.940 K $ | -2.53 % |
| 2026/03/31 | TSLA | TESLA INC | 0.07% | 225.280 K $ | 606 | 2022/09/30 | -47.249 K $ | -17.34 % |
| 2026/03/31 | ETHA | ISHARES ETHEREUM TR | 0.07% | 223.219 K $ | 14101 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.07% | 210.882 K $ | 1460 | 2023/06/30 | 1.649 K $ | 0.79 % |