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
$1.21B
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$6.07M
3
+$5.89M
4
BABA icon
Alibaba
BABA
+$3.22M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.78M

Top Sells

1
+$17.1M
2
+$682K
3
+$486K
4
ELV icon
Elevance Health
ELV
+$421K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$386K

Sector Composition

1 Technology 8.75%
2 Financials 5.68%
3 Consumer Discretionary 3.09%
4 Healthcare 2.49%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$219K 0.02%
+6,525
277
$219K 0.02%
2,895
278
$216K 0.02%
+10,118
279
$216K 0.02%
+1,120
280
$214K 0.02%
3,648
281
$213K 0.02%
+2,092
282
$213K 0.02%
10,483
-31
283
$212K 0.02%
+1,074
284
$212K 0.02%
+1,964
285
$207K 0.02%
2,214
-255
286
$206K 0.02%
+2,694
287
$206K 0.02%
+2,186
288
$205K 0.02%
+1,736
289
$204K 0.02%
+630
290
$202K 0.02%
+2,630
291
$202K 0.02%
5,000
292
$202K 0.02%
416
-444
293
$201K 0.02%
4,000
294
$200K 0.02%
+2,168
295
$199K 0.02%
2,151
296
$179K 0.01%
14,790
297
$176K 0.01%
+17,798
298
$174K 0.01%
807
+318
299
$172K 0.01%
1,495
300
$166K 0.01%
+1,013
10 11
12
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