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
$1.16B
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$12.4M
3
+$8.39M
4
VT icon
Vanguard Total World Stock ETF
VT
+$5.48M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.43M

Top Sells

1
+$52.1M
2
+$11.5M
3
+$9.61M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.72M
5
BAC icon
Bank of America
BAC
+$4.01M

Sector Composition

1 Technology 8.45%
2 Financials 4.81%
3 Healthcare 2.78%
4 Consumer Discretionary 2.31%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$120K 0.01%
+1,696
277
$117K 0.01%
1,420
278
$116K 0.01%
+1,400
279
$113K 0.01%
489
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280
$108K 0.01%
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281
$108K 0.01%
+4,000
282
$106K 0.01%
+1,100
283
$105K 0.01%
972
284
$103K 0.01%
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285
$103K 0.01%
616
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286
$101K 0.01%
2,002
287
$97.9K 0.01%
646
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288
$92.6K 0.01%
1,187
289
$90.4K 0.01%
+2,800
290
$90K 0.01%
2,156
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291
$85.2K 0.01%
1,781
292
$77.8K 0.01%
24,004
+2,560
293
$71.3K 0.01%
29,689
294
$60.1K 0.01%
2,712
295
$58.2K 0.01%
463
296
$56.7K ﹤0.01%
251
297
$54.8K ﹤0.01%
225
+153
298
$45.5K ﹤0.01%
+355
299
$44.4K ﹤0.01%
1,000
300
$43K ﹤0.01%
163
10 11
12
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