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
$1,000M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.8M
3
+$20.6M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$16.4M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$13.4M

Top Sells

1
+$9.13M
2
+$2.57M
3
+$2.49M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.67M
5
URTH icon
iShares MSCI World ETF
URTH
+$1.57M

Sector Composition

1 Technology 7.16%
2 Financials 4.65%
3 Healthcare 2.57%
4 Consumer Discretionary 2.41%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13.4K ﹤0.01%
+231
277
$13.3K ﹤0.01%
156
278
$12.5K ﹤0.01%
198
279
$12.5K ﹤0.01%
+300
280
$11.5K ﹤0.01%
+180
281
$10.6K ﹤0.01%
43
282
$9.71K ﹤0.01%
+213
283
$7.07K ﹤0.01%
81
284
$4.96K ﹤0.01%
161
285
$4.34K ﹤0.01%
100
286
$4.08K ﹤0.01%
174
287
$3.68K ﹤0.01%
20
288
$3.55K ﹤0.01%
24
289
$2.06K ﹤0.01%
27
290
$1.37K ﹤0.01%
+57
291
$570 ﹤0.01%
+4
292
$517 ﹤0.01%
+11
293
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+8
294
$378 ﹤0.01%
+9
295
$202 ﹤0.01%
+8
296
$106 ﹤0.01%
+2
297
– –
-3,060
298
– –
-517
299
– –
-1,000
300
– –
-8,000
9 10 11
12
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