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
$1,000M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$21.8M
3
+$19.9M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$15.6M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$12.8M

Top Sells

1
+$8.79M
2
+$2.45M
3
+$2.35M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.67M
5
URTH icon
iShares MSCI World ETF
URTH
+$1.49M

Sector Composition

1 Technology 7.16%
2 Financials 4.65%
3 Healthcare 2.57%
4 Consumer Discretionary 2.41%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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304
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305
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306
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307
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-18,472
308
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-16
309
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