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
351
$27.1K ﹤0.01%
84
-1
352
$26.9K ﹤0.01%
204
-1,000
353
$24.1K ﹤0.01%
+127
354
$23.2K ﹤0.01%
490
355
$23K ﹤0.01%
400
356
$22.4K ﹤0.01%
342
357
$20.9K ﹤0.01%
+500
358
$19.6K ﹤0.01%
141
359
$17.9K ﹤0.01%
+194
360
$12.4K ﹤0.01%
43
361
$12.2K ﹤0.01%
299
-2,500
362
$9.02K ﹤0.01%
48
363
$7.04K ﹤0.01%
81
364
$6.45K ﹤0.01%
+100
365
$6.23K ﹤0.01%
96
366
$5.69K ﹤0.01%
44
367
$5.04K ﹤0.01%
100
368
$4.95K ﹤0.01%
161
369
$4.08K ﹤0.01%
174
370
– –
-2,260
371
– –
-11,477
372
– –
-208
373
– –
-809
374
– –
-4,000
375
– –
-210
12 13 14
15
16