AWM

Angeles Wealth Management Portfolio holdings

AUM $1.81B
1-Year Est. Return 19.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$15.7M
3
+$14.4M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$13.5M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.54M

Top Sells

1
+$15.3M
2
+$6.73M
3
+$2.4M
4
PII icon
Polaris
PII
+$830K
5
UNH icon
UnitedHealth
UNH
+$550K

Sector Composition

1 Technology 8.83%
2 Financials 5.96%
3 Consumer Discretionary 2.94%
4 Healthcare 2.17%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$277K 0.02%
2,516
+64
277
$276K 0.02%
617
+16
278
$275K 0.02%
2,330
+204
279
$273K 0.02%
2,977
-274
280
$270K 0.02%
2,670
-1,031
281
$268K 0.02%
+12,181
282
$264K 0.02%
2,957
+62
283
$263K 0.02%
1,709
+377
284
$261K 0.02%
326
-7
285
$258K 0.02%
+6,275
286
$257K 0.02%
6,118
+492
287
$254K 0.02%
1,509
-227
288
$253K 0.02%
1,350
-15
289
$252K 0.02%
10,550
-80
290
$246K 0.02%
+3,645
291
$245K 0.02%
3,858
292
$244K 0.02%
+7,466
293
$243K 0.02%
305
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294
$242K 0.02%
9,907
-283
295
$239K 0.02%
+131
296
$239K 0.02%
1,440
-723
297
$236K 0.02%
6,163
-603
298
$236K 0.02%
5,543
-260
299
$235K 0.02%
+3,055
300
$234K 0.02%
+668
10 11
12
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