AWAIM® Announces Q1'25 ACGM Total Portfolio Solutions Suite™ Trading Activity

Rhea-AI Summary

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.

Positive

• 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

Negative

• None.

Sold VHCIX & VENAX, Bought VFLO

CENTURY CITY, Calif., Feb. 26, 2025 /PRNewswire/ -- Aligne Wealth Advisors Investment Management (AWAIM) proactively manages risk and return opportunities as markets evolve. This forward-looking approach recently led to strategic portfolio adjustments within the ACGM Total Portfolio Solutions Suite™. This suite comprises four tactical asset allocation separately managed account strategies ranging from Low Growth to Aggressive Growth.

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 U.S. large-cap companies with high cash flow yields aligns with AWAIM's current preference for lower-valuation stocks within the broader U.S. market.

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 Century City and founded by Forbes thought leader and bestselling Wiley author, Ivan Illán. AWAIM is a Registered Trademark (^®) of the U.S. Patent and Trademark Office.For more information and regulatory disclosures, please visit https://www.alignewealth.com.

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SOURCE Aligne Wealth Advisors Investment Management (AWAIM)

FAQ

What changes did AWAIM make to their VENAX holdings in Q1 2025?

AWAIM completely sold their position in VENAX (Vanguard Energy Index Fund) and reinvested the proceeds into VFLO (Victoryshares Free Cash Flow ETF).

How will the sale of VENAX benefit AWAIM's clients?

The sale generated long-term capital gains for clients while strategically diversifying portfolios towards U.S. large-cap stocks with high cash flow yields.

What is the strategic reason behind AWAIM's decision to sell VENAX?

The sale aligns with AWAIM's forward-looking approach and current preference for lower-valuation stocks in the U.S. market through VFLO investment.

Which investment replaced VENAX in AWAIM's portfolio?

VENAX was replaced by VFLO (Victoryshares Free Cash Flow ETF), which focuses on U.S. large-cap companies with high cash flow yields.