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
$821M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$5.91M
3
+$3.78M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.18M
5
BAC icon
Bank of America
BAC
+$2.96M

Top Sells

1
+$1.59M
2
+$565K
3
+$563K
4
AAPL icon
Apple
AAPL
+$533K
5
ON icon
ON Semiconductor
ON
+$396K

Sector Composition

1 Technology 7.24%
2 Financials 4.45%
3 Consumer Discretionary 2.57%
4 Healthcare 2.56%
5 Consumer Staples 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-2,391
277
– –
-324
278
– –
-540
8 9 10 11
12