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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
$1.63B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$5.55M
3
+$4.48M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.36M
5
VT icon
Vanguard Total World Stock ETF
VT
+$3.9M

Top Sells

1
+$648K
2
+$440K
3
+$427K
4
JMSI icon
JPMorgan Sustainable Municipal Income ETF
JMSI
+$425K
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$422K

Sector Composition

1 Technology 9.61%
2 Financials 5.9%
3 Consumer Discretionary 3.1%
4 Communication Services 2.16%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$230K 0.01%
+2,288
302
$228K 0.01%
2,693
-284
303
$227K 0.01%
7,000
304
$226K 0.01%
+4,263
305
$225K 0.01%
+1,303
306
$224K 0.01%
3,537
+79
307
$224K 0.01%
4,859
308
$222K 0.01%
514
+59
309
$221K 0.01%
3,283
-614
310
$220K 0.01%
683
+3
311
$220K 0.01%
2,602
312
$220K 0.01%
+290
313
$220K 0.01%
2,344
-157
314
$219K 0.01%
3,954
-6,527
315
$218K 0.01%
+3,574
316
$215K 0.01%
927
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317
$215K 0.01%
2,151
318
$215K 0.01%
+1,131
319
$215K 0.01%
5,305
+330
320
$213K 0.01%
+2,246
321
$212K 0.01%
4,196
322
$212K 0.01%
+2,574
323
$212K 0.01%
12,116
-65
324
$208K 0.01%
3,092
-896
325
$207K 0.01%
1,055
+6
11 12
13
14 15