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
326
$208K 0.01%
+674
327
$205K 0.01%
+2,755
328
$205K 0.01%
455
+16
329
$204K 0.01%
2,151
330
$203K 0.01%
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331
$203K 0.01%
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332
$203K 0.01%
5,000
333
$203K 0.01%
4,000
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334
$202K 0.01%
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335
$201K 0.01%
+1,097
336
$201K 0.01%
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337
$200K 0.01%
+4,196
338
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+12,950
339
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340
$195K 0.01%
37,563
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341
$178K 0.01%
2,249
+1,317
342
$174K 0.01%
1,006
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343
$170K 0.01%
12,220
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344
$166K 0.01%
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345
$160K 0.01%
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346
$157K 0.01%
657
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347
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1,330
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348
$144K 0.01%
1,086
+20
349
$135K 0.01%
4,565
-3,996
350
$131K 0.01%
1,420
12 13
14
15 16