AWM

Angeles Wealth Management Portfolio holdings

AUM $1.46B
1-Year Est. Return 15.45%
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$821M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$6.32M
3
+$4.01M
4
BAC icon
Bank of America
BAC
+$3.42M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.4M

Top Sells

1
+$1.6M
2
+$601K
3
+$600K
4
AAPL icon
Apple
AAPL
+$556K
5
ON icon
ON Semiconductor
ON
+$396K

Sector Composition

1 Technology 7.24%
2 Financials 4.45%
3 Consumer Discretionary 2.57%
4 Healthcare 2.56%
5 Consumer Staples 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$38.6K ﹤0.01%
738
227
$38.4K ﹤0.01%
+126
228
$38.1K ﹤0.01%
971
229
$37.9K ﹤0.01%
163
+117
230
$37.8K ﹤0.01%
322
+122
231
$35.9K ﹤0.01%
+561
232
$33.7K ﹤0.01%
+1,000
233
$32.4K ﹤0.01%
+275
234
$31.5K ﹤0.01%
+247
235
$28.1K ﹤0.01%
146
+41
236
$27.8K ﹤0.01%
517
+17
237
$27.7K ﹤0.01%
263
+46
238
$27.2K ﹤0.01%
1,071
-4,764
239
$24.9K ﹤0.01%
944
-223
240
$24.4K ﹤0.01%
+322
241
$22.4K ﹤0.01%
308
-130
242
$22K ﹤0.01%
+400
243
$21.8K ﹤0.01%
+543
244
$15.8K ﹤0.01%
72
245
$15.4K ﹤0.01%
+81
246
$12.9K ﹤0.01%
+569
247
$12.7K ﹤0.01%
+156
248
$12.3K ﹤0.01%
198
+56
249
$9.61K ﹤0.01%
43
250
$6.13K ﹤0.01%
+81
8 9
10
11 12