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
401
$20.4K ﹤0.01%
+764
402
$18.2K ﹤0.01%
+285
403
$18.2K ﹤0.01%
194
404
$16.4K ﹤0.01%
397
405
$15.7K ﹤0.01%
+559
406
$15.4K ﹤0.01%
+610
407
$15.3K ﹤0.01%
627
408
$14.4K ﹤0.01%
198
-2,023
409
$13.6K ﹤0.01%
+156
410
$13.6K ﹤0.01%
+164
411
$13.6K ﹤0.01%
+535
412
$13.1K ﹤0.01%
43
413
$9.96K ﹤0.01%
+305
414
$7.7K ﹤0.01%
+27
415
$7.36K ﹤0.01%
100
416
$6.1K ﹤0.01%
96
417
$5.7K ﹤0.01%
+45
418
$4.27K ﹤0.01%
+19
419
$4.13K ﹤0.01%
+48
420
$3.29K ﹤0.01%
+103
421
$3.19K ﹤0.01%
+23
422
$3.04K ﹤0.01%
24
-500
423
$2.92K ﹤0.01%
59
-41
424
$2.91K ﹤0.01%
+22
425
$2.8K ﹤0.01%
+10
15 16
17
18 19