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
$1.07B
AUM Growth
+$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$10.7M
3
+$6.48M
4
AAPL icon
Apple
AAPL
+$2.68M
5
MSFT icon
Microsoft
MSFT
+$2M

Top Sells

1
+$9.74M
2
+$1.99M
3
+$1.74M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.64M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$749K

Sector Composition

1 Technology 8.31%
2 Financials 4.65%
3 Healthcare 2.59%
4 Consumer Discretionary 2.41%
5 Communication Services 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$94.5K 0.01%
1,126
252
$87.7K 0.01%
2,097
+203
253
$86.2K 0.01%
1,187
254
$82.8K 0.01%
2,013
-85
255
$79.5K 0.01%
2,955
-4,530
256
$77.9K 0.01%
1,781
-2,445
257
$65.4K 0.01%
21,444
-3,020
258
$56.8K 0.01%
2,712
+42
259
$56.8K 0.01%
251
-41
260
$55K 0.01%
463
+36
261
$44.8K ﹤0.01%
949
+490
262
$39.8K ﹤0.01%
+1,000
263
$39.5K ﹤0.01%
163
264
$39.4K ﹤0.01%
126
265
$38K ﹤0.01%
275
266
$35.9K ﹤0.01%
282
267
$33.4K ﹤0.01%
830
-21
268
$33.2K ﹤0.01%
583
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269
$33K ﹤0.01%
550
-425
270
$32.7K ﹤0.01%
110
-180
271
$27.5K ﹤0.01%
+785
272
$27.3K ﹤0.01%
1,041
273
$25.2K ﹤0.01%
+451
274
$24.9K ﹤0.01%
204
-192
275
$22.7K ﹤0.01%
400
9 10
11
12 13