AWM

Angeles Wealth Management Portfolio holdings

AUM $1.81B
1-Year Est. Return 19.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$15.7M
3
+$14.4M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$13.5M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.54M

Top Sells

1
+$15.3M
2
+$6.73M
3
+$2.4M
4
PII icon
Polaris
PII
+$830K
5
UNH icon
UnitedHealth
UNH
+$550K

Sector Composition

1 Technology 8.83%
2 Financials 5.96%
3 Consumer Discretionary 2.94%
4 Healthcare 2.17%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$232K 0.02%
+1,831
302
$232K 0.02%
2,836
+51
303
$227K 0.02%
+2,139
304
$226K 0.02%
7,000
-2,500
305
$225K 0.02%
1,141
-58
306
$223K 0.02%
+291
307
$223K 0.02%
+680
308
$223K 0.02%
780
309
$223K 0.02%
1,195
-75
310
$223K 0.02%
10,928
+1,844
311
$221K 0.02%
+2,157
312
$220K 0.02%
1,130
+1
313
$220K 0.02%
2,351
+285
314
$219K 0.02%
10,482
+349
315
$219K 0.02%
+2,214
316
$219K 0.02%
+795
317
$219K 0.02%
4,859
-2,763
318
$217K 0.01%
+3,458
319
$217K 0.01%
+4,126
320
$214K 0.01%
+1,190
321
$213K 0.01%
+5,950
322
$212K 0.01%
+4,975
323
$209K 0.01%
+1,682
324
$208K 0.01%
2,602
-1,565
325
$208K 0.01%
314
+95
11 12
13
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