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
251
$54.3K 0.01%
2,670
252
$49.9K 0.01%
396
253
$49.2K ﹤0.01%
427
+164
254
$40.7K ﹤0.01%
163
255
$40K ﹤0.01%
126
256
$38.7K ﹤0.01%
+250
257
$37.9K ﹤0.01%
561
258
$37.9K ﹤0.01%
288
-34
259
$37K ﹤0.01%
282
-4,236
260
$36.1K ﹤0.01%
275
261
$34.6K ﹤0.01%
851
-120
262
$34.5K ﹤0.01%
247
263
$32.7K ﹤0.01%
1,463
+894
264
$28.6K ﹤0.01%
1,065
-6
265
$28K ﹤0.01%
1,041
+97
266
$26.4K ﹤0.01%
322
267
$25.6K ﹤0.01%
+388
268
$25.2K ﹤0.01%
308
269
$23.1K ﹤0.01%
400
270
$21.8K ﹤0.01%
+459
271
$21.5K ﹤0.01%
543
272
$17K ﹤0.01%
72
273
$16.6K ﹤0.01%
81
274
$16.5K ﹤0.01%
141
-3,005
275
$16.2K ﹤0.01%
+281
9 10
11
12 13