AWM

Angeles Wealth Management Portfolio holdings

AUM $1.63B
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$7.47M
3
+$6.77M
4
ARES icon
Ares Management
ARES
+$5.97M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$4.87M

Top Sells

1
+$21.9M
2
+$1.37M
3
+$710K
4
URTH icon
iShares MSCI World ETF
URTH
+$693K
5
MAR icon
Marriott International
MAR
+$585K

Sector Composition

1 Technology 7.99%
2 Financials 6.18%
3 Consumer Discretionary 3.1%
4 Healthcare 2.61%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$210K 0.02%
1,129
277
$207K 0.02%
1,199
-237
278
$205K 0.02%
10,630
+147
279
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280
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282
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283
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284
$201K 0.02%
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285
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286
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780
287
$199K 0.02%
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288
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289
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290
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291
$158K 0.01%
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292
$156K 0.01%
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293
$152K 0.01%
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294
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295
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296
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297
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298
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3,500
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299
$125K 0.01%
18,207
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300
$119K 0.01%
219
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