AWAIM Unveils Strategic Moves in Q1'25 for Enhanced Portfolio Management

AWAIM's Latest Strategic Adjustments

Aligne Wealth Advisors Investment Management (AWAIM) has announced significant changes in its portfolio management strategies as of the first quarter of 2025. The firm is becoming increasingly proactive in navigating the evolving market landscape, particularly through its ACGM Total Portfolio Solutions Suite™. This suite maintains tactical asset allocations varying from Low Growth to Aggressive Growth, designed to cater to diverse investment needs and risk appetites.

Key Portfolio Adjustments

Recently, AWAIM made some bold moves by divesting from long-term holdings, specifically the Vanguard Healthcare Index Fund (VHCIX) and the Vanguard Energy Index Fund (VENAX). The decision to sell these investments was driven by the potential for better returns elsewhere. The proceeds from these sales were promptly reinvested into the Victoryshares Free Cash Flow ETF (VFLO), showcasing AWAIM's dynamic and forward-thinking approach to investment management.

Ivan Illan, AWAIM's founder and Chief Investment Officer, elaborated on the firm's philosophy: "Our investment approach is centered on keeping a sharp eye on market trends and making adjustments that reflect the current environment. The recent shift into VFLO epitomizes our strategy of seeking higher cash flow yields while maintaining a diversified portfolio."

Reallocation Strategy

The rationale behind this significant shift was multi-faceted:
1. Profitable Disposal: The sales of VHCIX and VENAX not only realized long-term capital gains for AWAIM's clients but also freed up capital for reinvestment in a more promising vehicle.
2. Diversification: Investing in VFLO is anticipated to spread investments more broadly across U.S. large-cap stocks, mitigating risks associated with reliance on specific sectors such as healthcare and energy.
3. Value-Oriented Focus: VFLO aligns with AWAIM's current preference for lower-valuation stocks, which are typically more stable and tend to perform well in various market conditions.
4. Diligent Research and Analysis: The decision was underpinned by comprehensive due diligence and discussions with fund managers, ensuring that every move was data-driven and strategically sound.

Commitment to Client Success

AWAIM's commitment to its clients is evident in its ongoing adjustments and market monitoring. The firm’s Investment Committee is tasked with routinely evaluating market conditions and adapting strategies to align with the shifting landscape, thus ensuring optimal portfolio performance. The recent decisions serve as a testament to AWAIM's dedication to enhancing client outcomes through informed and proactive positioning.

For those interested in in-depth performance statistics or detailed Fact Sheets regarding AWAIM's Investment Advisory offerings, the company invites inquiries through its advisors or directly via email at [email protected] Interested parties may also call AWAIM at +1 310 795 0622 for tailored consultations. AWAIM emphasizes that while past performance can inform strategies, it does not guarantee future results, and they advocate for clients to consult their financial advisors for bespoke portfolio solutions.

About AWAIM

Founded by Ivan Illán—who is recognized as a thought leader in the investment community and a bestselling author—AWAIM is an SEC-registered investment adviser headquartered in Century City. The firm is committed to serving high-net-worth investors, family offices, pension plans, and trusts with an innovative and strategic approach to wealth management. AWAIM stands by its core principles of adaptability, research-driven strategies, and a client-first mentality, reinforcing its reputation as a leading investment advisory firm in the market today.