AWM
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Angeles Wealth Management’s nCino NCNO Stock Holding History

Angeles Wealth Management’s Portfolio NCNO Stock Details NCNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$322K Buy
11,498
+4,096
+55% +$115K 0.02% 250
2025
Q1 		$203K Buy
7,402
+877
+13% +$24.1K 0.02% 280
2024
Q4 		$219K Buy
+6,525
New +$219K 0.02% 276