AWM

Angeles Wealth Management Portfolio holdings

AUM $1.63B
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$7.47M
3
+$6.77M
4
ARES icon
Ares Management
ARES
+$5.97M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$4.87M

Top Sells

1
+$21.9M
2
+$1.37M
3
+$710K
4
URTH icon
iShares MSCI World ETF
URTH
+$693K
5
MAR icon
Marriott International
MAR
+$585K

Sector Composition

1 Technology 7.99%
2 Financials 6.18%
3 Consumer Discretionary 3.1%
4 Healthcare 2.61%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$115K 0.01%
2,140
302
$112K 0.01%
13,199
303
$109K 0.01%
638
-375
304
$108K 0.01%
5,023
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305
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1,420
306
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2,371
307
$105K 0.01%
944
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308
$102K 0.01%
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309
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+11,420
310
$97.2K 0.01%
972
311
$95.3K 0.01%
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312
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1,644
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313
$91K 0.01%
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314
$90.8K 0.01%
646
315
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575
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316
$86.8K 0.01%
900
317
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2,800
318
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319
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500
320
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524
321
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932
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838
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323
$62.2K 0.01%
20,335
-1,463
324
$59.2K ﹤0.01%
300
325
$58.1K ﹤0.01%
3,054
11 12
13
14 15