AWM

Angeles Wealth Management Portfolio holdings

AUM $1.63B
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$7.47M
3
+$6.77M
4
ARES icon
Ares Management
ARES
+$5.97M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$4.87M

Top Sells

1
+$21.9M
2
+$1.37M
3
+$710K
4
URTH icon
iShares MSCI World ETF
URTH
+$693K
5
MAR icon
Marriott International
MAR
+$585K

Sector Composition

1 Technology 7.99%
2 Financials 6.18%
3 Consumer Discretionary 3.1%
4 Healthcare 2.61%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$247K 0.02%
+1,547
252
$243K 0.02%
10,133
+15
253
$242K 0.02%
1,372
-126
254
$242K 0.02%
4,776
+776
255
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1,132
256
$239K 0.02%
1,736
257
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375
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258
$237K 0.02%
4,050
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259
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2,895
260
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261
$236K 0.02%
2,118
-1,131
262
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8,561
-9,659
263
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264
$227K 0.02%
1,365
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265
$227K 0.02%
3,858
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266
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278
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267
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1,270
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268
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3,256
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269
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2,634
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270
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333
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271
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+2,066
272
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273
$217K 0.02%
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274
$217K 0.02%
710
-10
275
$217K 0.02%
12,613
-6,024
9 10
11
12 13