AWM
Angeles Wealth Management Portfolio holdings
AUM
$1.46B
1-Year Return
15.45%
This Quarter Return
+1.03%
1 Year Return
+15.45%
3 Year Return
+63.05%
5 Year Return
–
10 Year Return
–
AUM
$1.21B
AUM Growth
+$52.2M
(+4.5%)
Cap. Flow
+$48.9M
Cap. Flow
% of AUM
4.03%
Top 10 Holdings %
Top 10 Hldgs %
61.9%
Holding
386
New
58
Increased
168
Reduced
72
Closed
17
Top Buys
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$8.95M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$6.07M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$5.89M |
| 4 |
Alibaba
BABA
|
$3.22M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$2.78M |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$17.1M |
| 2 |
KKR & Co
KKR
|
$682K |
| 3 |
MDU Resources
MDU
|
$486K |
| 4 |
Elevance Health
ELV
|
$421K |
| 5 |
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% |
