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
$1.16B
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$12.4M
3
+$8.39M
4
VT icon
Vanguard Total World Stock ETF
VT
+$5.48M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.43M

Top Sells

1
+$52.1M
2
+$11.5M
3
+$9.61M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.72M
5
BAC icon
Bank of America
BAC
+$4.01M

Sector Composition

1 Technology 8.45%
2 Financials 4.81%
3 Healthcare 2.78%
4 Consumer Discretionary 2.31%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$215K 0.02%
2,245
+804
252
$212K 0.02%
10,514
-409
253
$212K 0.02%
792
254
$209K 0.02%
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255
$208K 0.02%
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256
$205K 0.02%
2,151
257
$204K 0.02%
5,000
258
$204K 0.02%
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259
$204K 0.02%
488
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260
$204K 0.02%
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261
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4,000
262
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263
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264
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265
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+13,199
266
$175K 0.02%
1,495
267
$166K 0.01%
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268
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1,204
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269
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270
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2,733
-191
271
$150K 0.01%
2,405
272
$145K 0.01%
1,179
273
$144K 0.01%
1,066
274
$128K 0.01%
219
275
$125K 0.01%
2,799
+2,636
9 10
11
12 13