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
$1.21B
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$6.07M
3
+$5.89M
4
BABA icon
Alibaba
BABA
+$3.22M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.78M

Top Sells

1
+$17.1M
2
+$682K
3
+$486K
4
ELV icon
Elevance Health
ELV
+$421K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$386K

Sector Composition

1 Technology 8.75%
2 Financials 5.68%
3 Consumer Discretionary 3.09%
4 Healthcare 2.49%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$251K 0.02%
5,992
252
$247K 0.02%
+2,991
253
$246K 0.02%
3,085
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254
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255
$244K 0.02%
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256
$243K 0.02%
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257
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808
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258
$241K 0.02%
348
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259
$238K 0.02%
+4,465
260
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+720
261
$236K 0.02%
+3,853
262
$231K 0.02%
885
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263
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264
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+1,823
265
$225K 0.02%
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266
$225K 0.02%
780
267
$224K 0.02%
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268
$224K 0.02%
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269
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270
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271
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272
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792
273
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274
$220K 0.02%
349
-134
275
$220K 0.02%
+1,526
9 10
11
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