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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
351
$139K 0.01%
4,565
352
$135K 0.01%
3,159
353
$114K 0.01%
2,142
-51
354
$112K 0.01%
1,422
+1,044
355
$111K 0.01%
972
356
$109K 0.01%
13,199
357
$106K 0.01%
1,963
+50
358
$104K 0.01%
1,090
359
$102K 0.01%
575
360
$101K 0.01%
2,800
361
$92.4K 0.01%
488
362
$92K 0.01%
2,212
363
$86.2K 0.01%
4,000
364
$85.6K 0.01%
1,500
-144
365
$81.7K 0.01%
17,989
-90
366
$74.9K ﹤0.01%
28,488
-540
367
$72.9K ﹤0.01%
784
-100
368
$67.9K ﹤0.01%
389
-18
369
$66.1K ﹤0.01%
225
370
$65.4K ﹤0.01%
1,123
371
$64.4K ﹤0.01%
1,500
372
$54.6K ﹤0.01%
354
373
$52.3K ﹤0.01%
1,200
374
$48.9K ﹤0.01%
355
375
$46.9K ﹤0.01%
389
13 14
15
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