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
$1.21B
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$6.07M
3
+$5.89M
4
BABA icon
Alibaba
BABA
+$3.22M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.78M

Top Sells

1
+$17.1M
2
+$682K
3
+$486K
4
ELV icon
Elevance Health
ELV
+$421K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$386K

Sector Composition

1 Technology 8.75%
2 Financials 5.68%
3 Consumer Discretionary 3.09%
4 Healthcare 2.49%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$165K 0.01%
37,198
302
$160K 0.01%
2,628
+2,430
303
$154K 0.01%
1,179
304
$152K 0.01%
+4,349
305
$152K 0.01%
2,733
306
$150K 0.01%
2,405
307
$150K 0.01%
5,797
308
$140K 0.01%
1,066
309
$137K 0.01%
1,415
-830
310
$136K 0.01%
219
311
$133K 0.01%
4,000
+3,215
312
$128K 0.01%
13,199
313
$120K 0.01%
1,420
314
$117K 0.01%
+1,550
315
$112K 0.01%
2,140
+2,132
316
$110K 0.01%
1,696
317
$108K 0.01%
+3,000
318
$104K 0.01%
2,371
+590
319
$103K 0.01%
1,802
+1,219
320
$103K 0.01%
646
321
$101K 0.01%
616
322
$100K 0.01%
2,002
323
$94.1K 0.01%
972
324
$92.5K 0.01%
1,913
-2,400
325
$92.3K 0.01%
2,212
+56
11 12
13
14 15