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
$1.21B
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$6.07M
3
+$5.89M
4
BABA icon
Alibaba
BABA
+$3.22M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.78M

Top Sells

1
+$17.1M
2
+$682K
3
+$486K
4
ELV icon
Elevance Health
ELV
+$421K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$386K

Sector Composition

1 Technology 8.75%
2 Financials 5.68%
3 Consumer Discretionary 3.09%
4 Healthcare 2.49%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$283K 0.02%
4,167
227
$282K 0.02%
+299
228
$281K 0.02%
663
+175
229
$280K 0.02%
2,790
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230
$278K 0.02%
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231
$278K 0.02%
443
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232
$275K 0.02%
552
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233
$274K 0.02%
+1,132
234
$270K 0.02%
1,403
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235
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+1,314
236
$269K 0.02%
472
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237
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238
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563
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239
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240
$262K 0.02%
9,647
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241
$262K 0.02%
+3,316
242
$260K 0.02%
759
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243
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81
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244
$259K 0.02%
3,508
245
$257K 0.02%
1,123
246
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247
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1,881
-26
248
$253K 0.02%
1,558
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249
$252K 0.02%
5,606
+247
250
$251K 0.02%
12,520
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8 9
10
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