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AWM

Angeles Wealth Management Portfolio holdings

AUM $1.84B
1-Year Est. Return 19.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$5.55M
3
+$4.48M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.36M
5
VT icon
Vanguard Total World Stock ETF
VT
+$3.9M

Top Sells

1
+$648K
2
+$440K
3
+$427K
4
JMSI icon
JPMorgan Sustainable Municipal Income ETF
JMSI
+$425K
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$422K

Sector Composition

1 Technology 9.61%
2 Financials 5.9%
3 Consumer Discretionary 3.1%
4 Communication Services 2.16%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$314K 0.02%
1,631
-264
252
$312K 0.02%
+1,384
253
$309K 0.02%
6,298
+180
254
$305K 0.02%
2,461
+131
255
$302K 0.02%
433
+142
256
$301K 0.02%
3,431
-90
257
$297K 0.02%
312
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258
$296K 0.02%
2,616
259
$293K 0.02%
3,204
-36
260
$293K 0.02%
593
-339
261
$291K 0.02%
11,426
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262
$291K 0.02%
10,725
-773
263
$290K 0.02%
4,048
-25
264
$289K 0.02%
2,056
-36
265
$288K 0.02%
5,033
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266
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893
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267
$282K 0.02%
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$281K 0.02%
3,576
269
$281K 0.02%
2,122
270
$280K 0.02%
2,137
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271
$280K 0.02%
6,288
+13
272
$280K 0.02%
2,516
273
$279K 0.02%
2,893
-28
274
$278K 0.02%
11,320
+392
275
$277K 0.02%
1,438
-2
9 10
11
12 13