AWM

Angeles Wealth Management Portfolio holdings

AUM $1.81B
1-Year Est. Return 19.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$15.7M
3
+$14.4M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$13.5M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.54M

Top Sells

1
+$15.3M
2
+$6.73M
3
+$2.4M
4
PII icon
Polaris
PII
+$830K
5
UNH icon
UnitedHealth
UNH
+$550K

Sector Composition

1 Technology 8.83%
2 Financials 5.96%
3 Consumer Discretionary 2.94%
4 Healthcare 2.17%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$320K 0.02%
1,382
+66
252
$317K 0.02%
+1,492
253
$316K 0.02%
1,132
254
$314K 0.02%
+1,197
255
$311K 0.02%
8,723
+714
256
$307K 0.02%
3,406
+256
257
$305K 0.02%
+368
258
$303K 0.02%
2,122
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259
$300K 0.02%
2,921
+309
260
$297K 0.02%
5,039
+1,389
261
$296K 0.02%
1,472
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262
$293K 0.02%
4,671
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263
$291K 0.02%
926
264
$289K 0.02%
11,933
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265
$289K 0.02%
3,240
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266
$287K 0.02%
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267
$286K 0.02%
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268
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1,258
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269
$285K 0.02%
570
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270
$285K 0.02%
908
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271
$284K 0.02%
2,131
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272
$284K 0.02%
5,514
+1,464
273
$283K 0.02%
2,616
274
$283K 0.02%
2,725
+240
275
$277K 0.02%
2,501
+359
9 10
11
12 13