AWM

Angeles Wealth Management Portfolio holdings

AUM $1.46B
1-Year Est. Return 15.45%
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$12.4M
3
+$8.39M
4
VT icon
Vanguard Total World Stock ETF
VT
+$5.48M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.43M

Top Sells

1
+$52.1M
2
+$11.5M
3
+$9.61M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.72M
5
BAC icon
Bank of America
BAC
+$4.01M

Sector Composition

1 Technology 8.45%
2 Financials 4.81%
3 Healthcare 2.78%
4 Consumer Discretionary 2.31%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$42.9K ﹤0.01%
126
302
$40.4K ﹤0.01%
1,391
-1,564
303
$40.1K ﹤0.01%
282
304
$40K ﹤0.01%
275
305
$37.9K ﹤0.01%
830
306
$33.9K ﹤0.01%
583
307
$31K ﹤0.01%
1,135
+94
308
$29.3K ﹤0.01%
785
309
$26.7K ﹤0.01%
85
-25
310
$24.1K ﹤0.01%
342
311
$23.8K ﹤0.01%
400
312
$23.6K ﹤0.01%
11,477
+891
313
$23.6K ﹤0.01%
490
-459
314
$18.6K ﹤0.01%
141
315
$13.4K ﹤0.01%
210
-14
316
$13.4K ﹤0.01%
198
317
$11.9K ﹤0.01%
43
318
$10.2K ﹤0.01%
48
319
$7.11K ﹤0.01%
81
320
$6.21K ﹤0.01%
96
-454
321
$5.82K ﹤0.01%
44
-3
322
$5.33K ﹤0.01%
208
-151
323
$4.97K ﹤0.01%
161
324
$4.75K ﹤0.01%
100
325
$4.18K ﹤0.01%
174
11 12
13
14 15