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
376
$55K ﹤0.01%
+1,466
377
$52.2K ﹤0.01%
354
+150
378
$51K ﹤0.01%
+1,183
379
$49K ﹤0.01%
1,200
380
$47.4K ﹤0.01%
352
+52
381
$46.6K ﹤0.01%
355
382
$45.5K ﹤0.01%
236
+109
383
$42.5K ﹤0.01%
+389
384
$41.9K ﹤0.01%
310
-164
385
$40.5K ﹤0.01%
500
386
$39.5K ﹤0.01%
+2,389
387
$39.2K ﹤0.01%
+2,336
388
$39K ﹤0.01%
+2,087
389
$39K ﹤0.01%
+1,904
390
$38.8K ﹤0.01%
+1,973
391
$38.6K ﹤0.01%
+1,980
392
$38.5K ﹤0.01%
+1,863
393
$31.9K ﹤0.01%
94
+10
394
$30.8K ﹤0.01%
1,135
395
$29.7K ﹤0.01%
+378
396
$26.6K ﹤0.01%
+200
397
$23.4K ﹤0.01%
490
398
$22.7K ﹤0.01%
400
399
$22.3K ﹤0.01%
301
-2,332
400
$21.2K ﹤0.01%
141
14 15
16
17 18