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AWM

Angeles Wealth Management Portfolio holdings

AUM $1.84B
1-Year Est. Return 19.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$5.55M
3
+$4.48M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.36M
5
VT icon
Vanguard Total World Stock ETF
VT
+$3.9M

Top Sells

1
+$648K
2
+$440K
3
+$427K
4
JMSI icon
JPMorgan Sustainable Municipal Income ETF
JMSI
+$425K
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$422K

Sector Composition

1 Technology 9.61%
2 Financials 5.9%
3 Consumer Discretionary 3.1%
4 Communication Services 2.16%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$274K 0.02%
1,316
-66
277
$270K 0.02%
2,027
+196
278
$270K 0.02%
+5,015
279
$266K 0.02%
7,481
+15
280
$264K 0.02%
+2,677
281
$264K 0.02%
9,682
-225
282
$262K 0.02%
3,858
283
$260K 0.02%
4,350
-213
284
$257K 0.02%
358
-10
285
$257K 0.02%
5,543
286
$255K 0.02%
1,907
+225
287
$253K 0.02%
2,185
+46
288
$252K 0.02%
1,256
+61
289
$251K 0.02%
714
+40
290
$250K 0.02%
780
291
$247K 0.02%
2,374
-1
292
$247K 0.02%
10,658
+108
293
$244K 0.02%
931
+16
294
$243K 0.01%
251
-75
295
$242K 0.01%
1,027
-231
296
$242K 0.01%
1,540
+31
297
$240K 0.01%
2,640
-115
298
$235K 0.01%
3,071
+16
299
$234K 0.01%
2,512
300
$234K 0.01%
1,142
+1
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