AWM

Angeles Wealth Management Portfolio holdings

AUM $1.63B
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$505M
AUM Growth
+$4.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12.2M
3
+$10.8M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.85M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.32M

Top Sells

1
+$9.24M
2
+$7.08M
3
+$921K
4
VUG icon
Vanguard Growth ETF
VUG
+$889K
5
RTX icon
RTX Corp
RTX
+$777K

Sector Composition

1 Technology 6.07%
2 Financials 4.11%
3 Healthcare 3.35%
4 Consumer Discretionary 2.78%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-15,716
227
– –
-5,475
228
– –
-11,000
229
– –
-15,750
230
– –
-801
231
– –
-10,325
232
– –
-6,620
6 7 8 9
10