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
$1.07B
AUM Growth
+$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$10.7M
3
+$6.48M
4
AAPL icon
Apple
AAPL
+$2.68M
5
MSFT icon
Microsoft
MSFT
+$2M

Top Sells

1
+$9.74M
2
+$1.99M
3
+$1.74M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.64M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$749K

Sector Composition

1 Technology 8.31%
2 Financials 4.65%
3 Healthcare 2.59%
4 Consumer Discretionary 2.41%
5 Communication Services 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$22.5K ﹤0.01%
342
-219
277
$18.9K ﹤0.01%
+625
278
$18.6K ﹤0.01%
+10,586
279
$18K ﹤0.01%
141
280
$16.5K ﹤0.01%
72
281
$14.8K ﹤0.01%
+224
282
$14.1K ﹤0.01%
231
283
$12.8K ﹤0.01%
156
284
$12.2K ﹤0.01%
300
285
$12.2K ﹤0.01%
198
286
$11.7K ﹤0.01%
258
+45
287
$11.4K ﹤0.01%
43
288
$11.2K ﹤0.01%
180
289
$10.1K ﹤0.01%
+72
290
$9.8K ﹤0.01%
+187
291
$9.25K ﹤0.01%
48
-33
292
$8.96K ﹤0.01%
+200
293
$7.93K ﹤0.01%
359
-1,104
294
$6.81K ﹤0.01%
81
295
$6.26K ﹤0.01%
163
-380
296
$6.24K ﹤0.01%
+41
297
$5.67K ﹤0.01%
+47
298
$4.97K ﹤0.01%
161
299
$4.15K ﹤0.01%
100
300
$4.04K ﹤0.01%
174
10 11
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