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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
376
$43.5K ﹤0.01%
299
-11
377
$41.8K ﹤0.01%
300
-52
378
$39.2K ﹤0.01%
500
379
$34.4K ﹤0.01%
94
380
$31.5K ﹤0.01%
1,135
381
$30.1K ﹤0.01%
316
-750
382
$29.7K ﹤0.01%
142
-94
383
$28.3K ﹤0.01%
200
384
$23.2K ﹤0.01%
141
385
$22.8K ﹤0.01%
400
386
$19.2K ﹤0.01%
194
387
$18.8K ﹤0.01%
224
+60
388
$17K ﹤0.01%
610
389
$16.7K ﹤0.01%
397
390
$16.6K ﹤0.01%
559
391
$16.5K ﹤0.01%
627
392
$15.9K ﹤0.01%
+236
393
$15.3K ﹤0.01%
156
394
$15.2K ﹤0.01%
198
395
$14.5K ﹤0.01%
+209
396
$14.3K ﹤0.01%
43
397
$10.7K ﹤0.01%
305
398
$8.31K ﹤0.01%
27
399
$7.34K ﹤0.01%
100
400
$6.71K ﹤0.01%
85
-216
14 15
16
17 18