AWM

Angeles Wealth Management Portfolio holdings

AUM $1.46B
1-Year Est. Return 15.45%
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$528M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$53.2M
3
+$48.3M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$36.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$27.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.78%
2 Financials 4.8%
3 Consumer Discretionary 4.29%
4 Healthcare 3.25%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.76M 0.52%
+4,677
27
$2.58M 0.49%
+46,458
28
$2.42M 0.46%
+17,948
29
$2.07M 0.39%
+11,669
30
$1.99M 0.38%
+14,240
31
$1.94M 0.37%
+21,508
32
$1.91M 0.36%
+3,751
33
$1.91M 0.36%
+18,496
34
$1.87M 0.35%
+24,702
35
$1.87M 0.35%
+16,375
36
$1.84M 0.35%
+6,734
37
$1.83M 0.35%
+11,343
38
$1.74M 0.33%
+21,228
39
$1.73M 0.33%
+17,466
40
$1.72M 0.32%
+15,477
41
$1.67M 0.32%
+7,532
42
$1.66M 0.31%
+33,094
43
$1.57M 0.3%
+9,383
44
$1.55M 0.29%
+11,180
45
$1.51M 0.29%
+12,115
46
$1.5M 0.28%
+5,754
47
$1.48M 0.28%
+9,928
48
$1.47M 0.28%
+7,802
49
$1.43M 0.27%
+20,300
50
$1.42M 0.27%
+6,559
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