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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
401
$6.55K ﹤0.01%
96
402
$5K ﹤0.01%
+17
403
$4.32K ﹤0.01%
17
+7
404
$3.46K ﹤0.01%
24
405
$3.1K ﹤0.01%
59
406
$1.04K ﹤0.01%
+4
407
$294 ﹤0.01%
5
408
– –
-11,103
409
– –
-1,863
410
– –
-1,980
411
– –
-1,973
412
– –
-1,904
413
– –
-2,087
414
– –
-2,336
415
– –
-2,389
416
– –
-8,723
417
– –
-285
418
– –
-535
419
– –
-305
420
– –
-617
421
– –
-131
422
– –
-1,190
423
– –
-7,070
424
– –
-1,097
425
– –
-2,164
15 16
17
18 19