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
326
$87.1K 0.01%
900
-300
327
$84K 0.01%
+2,200
328
$81.3K 0.01%
2,800
329
$77.2K 0.01%
21,798
-2,206
330
$72.7K 0.01%
+500
331
$69.3K 0.01%
524
+500
332
$67.3K 0.01%
+300
333
$61.6K 0.01%
2,712
334
$61K 0.01%
474
+11
335
$59.6K ﹤0.01%
+3,054
336
$57.2K ﹤0.01%
246
-5
337
$57.1K ﹤0.01%
225
338
$47.3K ﹤0.01%
126
339
$46.1K ﹤0.01%
+1,140
340
$44.5K ﹤0.01%
633
-554
341
$44.3K ﹤0.01%
355
342
$43.1K ﹤0.01%
163
343
$42.6K ﹤0.01%
275
344
$41.3K ﹤0.01%
300
-1,100
345
$39.3K ﹤0.01%
500
-900
346
$37.3K ﹤0.01%
282
347
$37K ﹤0.01%
1,391
348
$36.3K ﹤0.01%
+19,636
349
$35.9K ﹤0.01%
830
350
$30.3K ﹤0.01%
1,135
12 13
14
15 16