AWAIM® Announces Q1'25 ACGM Total Portfolio Solutions Suite™ Trading Activity
Aligne Wealth Advisors Investment Management (AWAIM) has announced strategic portfolio adjustments in their ACGM Total Portfolio Solutions Suite™ for Q1 2025. The company has sold its positions in Vanguard Healthcare Index Fund (VHCIX) and Vanguard Energy Index Fund (VENAX), generating long-term capital gains for clients.
The proceeds have been reinvested into the Victoryshares Free Cash Flow ETF (VFLO), which focuses on U.S. large-cap companies with high cash flow yields. This reallocation aligns with AWAIM's preference for lower-valuation stocks within the broader U.S. market.
The decision was made following extensive research and consultations with fund managers, reflecting AWAIM's dynamic portfolio management approach across their four tactical asset allocation strategies ranging from Low Growth to Aggressive Growth.
Aligne Wealth Advisors Investment Management (AWAIM) ha annunciato aggiustamenti strategici del portafoglio nella loro ACGM Total Portfolio Solutions Suite™ per il primo trimestre del 2025. L'azienda ha venduto le sue posizioni nel Vanguard Healthcare Index Fund (VHCIX) e nel Vanguard Energy Index Fund (VENAX), generando guadagni in conto capitale a lungo termine per i clienti.
Il ricavato è stato reinvestito nel Victoryshares Free Cash Flow ETF (VFLO), che si concentra su aziende statunitensi a grande capitalizzazione con elevati rendimenti di flusso di cassa. Questa riallocazione è in linea con la preferenza di AWAIM per azioni a bassa valutazione all'interno del mercato statunitense più ampio.
La decisione è stata presa dopo un'ampia ricerca e consultazioni con i gestori di fondi, riflettendo l'approccio dinamico di gestione del portafoglio di AWAIM attraverso le loro quattro strategie di allocazione tattica degli attivi che vanno da una crescita bassa a una crescita aggressiva.
Aligne Wealth Advisors Investment Management (AWAIM) ha anunciado ajustes estratégicos en su ACGM Total Portfolio Solutions Suite™ para el primer trimestre de 2025. La empresa ha vendido sus posiciones en el Vanguard Healthcare Index Fund (VHCIX) y en el Vanguard Energy Index Fund (VENAX), generando ganancias de capital a largo plazo para los clientes.
Los ingresos se han reinvertido en el Victoryshares Free Cash Flow ETF (VFLO), que se centra en empresas estadounidenses de gran capitalización con altos rendimientos de flujo de caja. Esta reasignación se alinea con la preferencia de AWAIM por acciones de bajo valor dentro del mercado estadounidense más amplio.
La decisión se tomó tras una extensa investigación y consultas con gestores de fondos, reflejando el enfoque dinámico de gestión de carteras de AWAIM a través de sus cuatro estrategias de asignación táctica de activos que van desde bajo crecimiento hasta crecimiento agresivo.
Aligne Wealth Advisors Investment Management (AWAIM)는 2025년 1분기를 위해 ACGM Total Portfolio Solutions Suite™에서 전략적 포트폴리오 조정을 발표했습니다. 회사는 Vanguard Healthcare Index Fund (VHCIX)와 Vanguard Energy Index Fund (VENAX)에서의 포지션을 매각하여 고객을 위한 장기 자본 이익을 창출했습니다.
수익금은 Victoryshares Free Cash Flow ETF (VFLO)에 재투자되었으며, 이는 높은 현금 흐름 수익률을 가진 미국 대형 기업에 중점을 둡니다. 이 재배치는 AWAIM이 더 넓은 미국 시장 내에서 낮은 가치의 주식을 선호하는 것과 일치합니다.
이 결정은 광범위한 연구와 펀드 매니저와의 상담을 통해 이루어졌으며, AWAIM의 네 가지 전술적 자산 배분 전략 전반에 걸친 역동적인 포트폴리오 관리 접근 방식을 반영합니다. 이 전략은 저성장에서 공격적 성장까지 다양합니다.
Aligne Wealth Advisors Investment Management (AWAIM) a annoncé des ajustements stratégiques de portefeuille dans sa suite ACGM Total Portfolio Solutions™ pour le premier trimestre 2025. L'entreprise a vendu ses positions dans le Vanguard Healthcare Index Fund (VHCIX) et le Vanguard Energy Index Fund (VENAX), générant des gains en capital à long terme pour les clients.
Les produits ont été réinvestis dans le Victoryshares Free Cash Flow ETF (VFLO), qui se concentre sur des entreprises américaines à grande capitalisation avec des rendements de flux de trésorerie élevés. Cette réallocation est en accord avec la préférence d'AWAIM pour des actions sous-évaluées sur le marché américain plus large.
La décision a été prise après des recherches approfondies et des consultations avec des gestionnaires de fonds, reflétant l'approche dynamique de gestion de portefeuille d'AWAIM à travers ses quatre stratégies d'allocation d'actifs tactiques allant de la faible croissance à la croissance agressive.
Aligne Wealth Advisors Investment Management (AWAIM) hat strategische Portfolioanpassungen in ihrer ACGM Total Portfolio Solutions Suite™ für das erste Quartal 2025 angekündigt. Das Unternehmen hat seine Positionen im Vanguard Healthcare Index Fund (VHCIX) und im Vanguard Energy Index Fund (VENAX) verkauft, wodurch langfristige Kapitalgewinne für die Kunden erzielt wurden.
Die Erlöse wurden in den Victoryshares Free Cash Flow ETF (VFLO) reinvestiert, der sich auf US-Unternehmen mit hoher Marktkapitalisierung und hohen Cashflow-Renditen konzentriert. Diese Umverteilung steht im Einklang mit AWAMs Vorliebe für niedrig bewertete Aktien im weiteren US-Markt.
Die Entscheidung wurde nach umfangreicher Recherche und Konsultationen mit Fondsmanagern getroffen und spiegelt AWAMs dynamischen Portfolio-Management-Ansatz über ihre vier taktischen Asset-Allocation-Strategien wider, die von niedrigem Wachstum bis aggressivem Wachstum reichen.
- Generated long-term capital gains from VENAX and VHCIX sales
- Strategic diversification into U.S. large-cap stocks
- Enhanced portfolio optimization through VFLO's high cash flow yield focus
- None.
Sold VHCIX & VENAX, Bought VFLO
To capitalize on burgeoning market trends, AWAIM profitably sold two long-term holdings - the Vanguard Healthcare Index Fund (VHCIX) and the Vanguard Energy Index Fund (VENAX). The proceeds from these sales were reinvested into the Victoryshares Free Cash Flow ETF (VFLO).
"Our investment philosophy centers on a forward-looking approach that dynamically adapts to changing market conditions," said Ivan Illan, AIF, CFS, Founder & Chief Investment Officer. "The recent reallocation of assets from the Vanguard Healthcare and Energy Index Funds to the Victoryshares Free Cash Flow ETF is a prime example of this strategy in action. We are confident that this decision, made after extensive research and analysis, will ultimately benefit our clients by optimizing both risk and return within their respective portfolios across the ACGM Total Portfolio Solutions Suite™."
This decision followed thorough due diligence and consultations with fund managers. VFLO's focus on
This reallocation reflects AWAIM's commitment to dynamic portfolio management. The Investment Committee continuously monitors market conditions and adapts strategies to optimize portfolio risk and return. Key aspects of this reallocation include:
- Profitable Sale: The sale of VHCIX and VENAX generated long-term capital gains for AWAIM clients and proceeds for reinvestment.
- Strategic Diversification: Reinvestment in VFLO diversifies the portfolios more towards
U.S. large cap stocks and reduces reliance on specific sectors. - Value-Oriented Approach: VFLO's focus on lower-valued, high-cash-flow companies reflects AWAIM's current investment preference.
- Thorough Due Diligence: The decision was based on extensive research and manager consultations.
To request the latest Fact Sheets and/or performance results regarding the above investment advisory offerings from Aligne Wealth Advisors Investment Management (AWAIM), please contact your Investment Advisor Representative, email us at info@alignewealthllc.com , or call us at +1 310 795 0622. Past performance is not indicative of future results. All investing involves risk. Consult with your financial advisor to determine the most appropriate portfolio strategy for your specific goals, objectives, and risk tolerance. Annual performance verification letters are available upon request.
Media Contact: Ivan Illan, Founder & Chief Investment Officer, AWAIM®+1 310 795 0622 ext. 101ivan@alignewealthllc.com www.alignewealth.com
Aligne Wealth Advisors Investment Management (AWAIM®) is an SEC registered investment adviser offering the ACGM Total Portfolio Solutions Suite™ to HNW investors, family offices, pension plans, and trusts. AWAIM is headquartered in
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SOURCE Aligne Wealth Advisors Investment Management (AWAIM)
FAQ
What changes did AWAIM make to their VENAX holdings in Q1 2025?
How will the sale of VENAX benefit AWAIM's clients?
What is the strategic reason behind AWAIM's decision to sell VENAX?
Which investment replaced VENAX in AWAIM's portfolio?
