AWM

Angeles Wealth Management Portfolio holdings

AUM $1.63B
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
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 +$9.09M
2 +$5.7M
3 +$4.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.52M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.05M

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
ETHE
451
Grayscale Ethereum Staking ETF Shares
ETHE
$3.29B
-18,233