AWM

Angeles Wealth Management Portfolio holdings

AUM $1.63B
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
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
251
$4.92K ﹤0.01%
+161
252
$4.18K ﹤0.01%
100
253
$4.07K ﹤0.01%
+174
254
$3.58K ﹤0.01%
40
-618
255
$3.27K ﹤0.01%
24
-511
256
$2.33K ﹤0.01%
+126
257
$1.95K ﹤0.01%
+27
258
$507 ﹤0.01%
+16
259
– –
-5,377
260
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-7,875
261
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-398
262
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263
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264
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266
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267
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268
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-6,329
269
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270
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-1,655
271
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-774
272
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273
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274
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275
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8 9 10
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