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
451
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-126
452
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-500
453
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454
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-500
455
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-3,054
456
– –
-3,000
457
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-275
458
– –
-1,032
459
– –
-900
15 16 17 18
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