AWM
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Angeles Wealth Management’s Factset FDS Stock Holding History

Angeles Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$276K Buy
617
+16
+3% +$7.16K 0.02% 277
2025
Q1 		$273K Sell
601
-1
-0.2% -$455 0.02% 233
2024
Q4 		$289K Sell
602
-39
-6% -$18.7K 0.02% 221
2024
Q3 		$295K Buy
+641
New +$295K 0.03% 208