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
351
$128K 0.01%
+3,159
352
$121K 0.01%
944
353
$109K 0.01%
972
354
$106K 0.01%
+2,164
355
$106K 0.01%
2,193
-3,799
356
$103K 0.01%
13,199
357
$100K 0.01%
1,090
358
$100K 0.01%
1,913
359
$98.7K 0.01%
+1,066
360
$92.4K 0.01%
2,800
361
$92K 0.01%
2,212
362
$91.6K 0.01%
1,644
363
$90.7K 0.01%
575
364
$87.7K 0.01%
29,028
+8,693
365
$86.1K 0.01%
488
-150
366
$81.9K 0.01%
+120,000
367
$78.8K 0.01%
+884
368
$76.8K 0.01%
+18,079
369
$69.6K ﹤0.01%
11,103
-7,104
370
$66.9K ﹤0.01%
+407
371
$64K ﹤0.01%
225
372
$61.4K ﹤0.01%
+567
373
$60.6K ﹤0.01%
1,123
374
$60K ﹤0.01%
1,500
-2,000
375
$57.9K ﹤0.01%
12,117
+697
13 14
15
16 17