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
$1,000M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.8M
3
+$20.6M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$16.4M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$13.4M

Top Sells

1
+$9.13M
2
+$2.57M
3
+$2.49M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.67M
5
URTH icon
iShares MSCI World ETF
URTH
+$1.57M

Sector Composition

1 Technology 7.16%
2 Financials 4.65%
3 Healthcare 2.57%
4 Consumer Discretionary 2.41%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$177K 0.02%
4,226
-239
227
$172K 0.02%
3,158
+2,420
228
$165K 0.02%
1,495
+925
229
$156K 0.02%
1,700
230
$152K 0.02%
5,797
231
$146K 0.01%
2,405
232
$144K 0.01%
+5,115
233
$144K 0.01%
+29,689
234
$143K 0.01%
1,179
235
$135K 0.01%
2,307
+201
236
$132K 0.01%
37,198
+404
237
$110K 0.01%
486
-471
238
$106K 0.01%
1,420
239
$101K 0.01%
+2,002
240
$101K 0.01%
972
241
$94.1K 0.01%
1,126
242
$88.4K 0.01%
2,098
243
$88.1K 0.01%
1,187
244
$87.3K 0.01%
913
245
$83.5K 0.01%
290
-8,940
246
$82.3K 0.01%
1,330
247
$79.8K 0.01%
1,894
+110
248
$70.3K 0.01%
24,464
+1,820
249
$60.8K 0.01%
292
+146
250
$60.8K 0.01%
975
-1,200
8 9
10
11 12