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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
326
$206K 0.01%
+649
327
$206K 0.01%
3,299
-346
328
$206K 0.01%
14,047
+1,097
329
$206K 0.01%
+603
330
$206K 0.01%
487
+22
331
$205K 0.01%
757
-38
332
$204K 0.01%
+2,666
333
$204K 0.01%
+7,094
334
$203K 0.01%
5,000
335
$203K 0.01%
4,000
336
$203K 0.01%
+2,896
337
$202K 0.01%
2,767
-69
338
$200K 0.01%
2,249
339
$197K 0.01%
1,006
340
$193K 0.01%
12,820
+600
341
$181K 0.01%
37,632
+69
342
$178K 0.01%
854
-276
343
$178K 0.01%
657
344
$172K 0.01%
5,797
345
$160K 0.01%
2,671
346
$159K 0.01%
1,330
347
$159K 0.01%
1,582
+1,573
348
$151K 0.01%
1,066
-20
349
$147K 0.01%
1,420
350
$141K 0.01%
944
12 13
14
15 16