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AWM

Angeles Wealth Management Portfolio holdings

AUM $1.84B
1-Year Est. Return 19.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$5.55M
3
+$4.48M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.36M
5
VT icon
Vanguard Total World Stock ETF
VT
+$3.9M

Top Sells

1
+$648K
2
+$440K
3
+$427K
4
JMSI icon
JPMorgan Sustainable Municipal Income ETF
JMSI
+$425K
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$422K

Sector Composition

1 Technology 9.61%
2 Financials 5.9%
3 Consumer Discretionary 3.1%
4 Communication Services 2.16%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$373K 0.02%
3,462
+56
227
$368K 0.02%
1,412
-165
228
$365K 0.02%
7,502
+1,339
229
$359K 0.02%
9,303
230
$356K 0.02%
10,653
-10,150
231
$354K 0.02%
2,746
-595
232
$353K 0.02%
+9,120
233
$350K 0.02%
1,220
+23
234
$348K 0.02%
5,700
-81
235
$348K 0.02%
4,242
+116
236
$342K 0.02%
4,601
-137
237
$341K 0.02%
1,590
+118
238
$341K 0.02%
1,315
-116
239
$341K 0.02%
10,393
240
$340K 0.02%
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241
$337K 0.02%
4,469
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242
$337K 0.02%
692
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243
$332K 0.02%
1,213
-97
244
$328K 0.02%
1,842
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245
$322K 0.02%
2,213
+56
246
$322K 0.02%
1,516
+24
247
$318K 0.02%
2,830
+105
248
$317K 0.02%
5,703
+189
249
$315K 0.02%
4,684
+13
250
$314K 0.02%
1,711
-3
8 9
10
11 12