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
$501M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$23.9M
3
+$21.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.78M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$5.21M

Top Sells

1
+$27.9M
2
+$7.07M
3
+$4.18M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.34M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$1.7M

Sector Composition

1 Technology 6.13%
2 Financials 3.56%
3 Healthcare 3.17%
4 Consumer Discretionary 3.03%
5 Consumer Staples 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1M 0.62%
13,844
-734
27
$3.05M 0.61%
+53,455
28
$2.63M 0.53%
9,606
-60
29
$2.61M 0.52%
4,811
+134
30
$2.29M 0.46%
4,469
+718
31
$2.1M 0.42%
+66,386
32
$2.07M 0.41%
11,671
+2
33
$1.95M 0.39%
24,331
-371
34
$1.94M 0.39%
21,234
+6
35
$1.75M 0.35%
13,962
+4,758
36
$1.73M 0.34%
8,015
+1,456
37
$1.58M 0.32%
9,329
-4,520
38
$1.57M 0.31%
44,378
-2,080
39
$1.56M 0.31%
9,368
-15
40
$1.52M 0.3%
13,940
-300
41
$1.52M 0.3%
17,696
-800
42
$1.5M 0.3%
7,591
+59
43
$1.49M 0.3%
3,933
+883
44
$1.48M 0.3%
21,580
+72
45
$1.45M 0.29%
15,107
-2,359
46
$1.42M 0.28%
6,659
-75
47
$1.42M 0.28%
13,861
-4,087
48
$1.4M 0.28%
11,267
+1,179
49
$1.36M 0.27%
61,510
-76,820
50
$1.33M 0.27%
14,685
-792
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