AWM

Angeles Wealth Management Portfolio holdings

AUM $1.81B
1-Year Est. Return 19.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$15.7M
3
+$14.4M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$13.5M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.54M

Top Sells

1
+$15.3M
2
+$6.73M
3
+$2.4M
4
PII icon
Polaris
PII
+$830K
5
UNH icon
UnitedHealth
UNH
+$550K

Sector Composition

1 Technology 8.83%
2 Financials 5.96%
3 Consumer Discretionary 2.94%
4 Healthcare 2.17%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$364K 0.03%
2,112
+503
227
$363K 0.02%
6,876
-209
228
$363K 0.02%
3,576
229
$356K 0.02%
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230
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+7,070
231
$349K 0.02%
94
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232
$349K 0.02%
+4,738
233
$346K 0.02%
3,970
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234
$342K 0.02%
+5,781
235
$340K 0.02%
3,897
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236
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841
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237
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2,092
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238
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+3,521
239
$338K 0.02%
1,310
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240
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1,083
-1,439
241
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242
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243
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244
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245
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246
$328K 0.02%
4,728
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247
$325K 0.02%
2,685
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248
$323K 0.02%
2,375
+1
249
$323K 0.02%
10,393
250
$322K 0.02%
11,498
+4,096
8 9
10
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