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
326
$57.8K ﹤0.01%
1,123
-1,610
327
$57.8K ﹤0.01%
474
328
$55K ﹤0.01%
225
329
$51.9K ﹤0.01%
+763
330
$50.8K ﹤0.01%
246
331
$49.6K ﹤0.01%
569
-846
332
$47.3K ﹤0.01%
600
-950
333
$46.8K ﹤0.01%
1,768
-7,498
334
$45.7K ﹤0.01%
355
335
$43.8K ﹤0.01%
300
336
$43K ﹤0.01%
1,140
337
$42.2K ﹤0.01%
163
338
$41K ﹤0.01%
126
339
$40.8K ﹤0.01%
500
340
$40.8K ﹤0.01%
275
341
$40.5K ﹤0.01%
1,391
342
$36.7K ﹤0.01%
830
343
$30.4K ﹤0.01%
1,135
344
$26.7K ﹤0.01%
204
345
$25.8K ﹤0.01%
84
346
$24.5K ﹤0.01%
342
347
$24.4K ﹤0.01%
+290
348
$23.3K ﹤0.01%
490
349
$22.9K ﹤0.01%
400
350
$22.7K ﹤0.01%
+888
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