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
$505M
AUM Growth
+$4.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12.2M
3
+$10.8M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.85M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.32M

Top Sells

1
+$9.24M
2
+$7.08M
3
+$921K
4
VUG icon
Vanguard Growth ETF
VUG
+$889K
5
RTX icon
RTX Corp
RTX
+$777K

Sector Composition

1 Technology 6.07%
2 Financials 4.11%
3 Healthcare 3.35%
4 Consumer Discretionary 2.78%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.68M 0.53%
9,705
+99
27
$2.65M 0.52%
5,215
+404
28
$2.55M 0.5%
12,453
-1,391
29
$2.4M 0.47%
4,750
+281
30
$1.97M 0.39%
66,386
31
$1.93M 0.38%
22,433
+1,199
32
$1.93M 0.38%
8,752
+737
33
$1.86M 0.37%
11,398
-273
34
$1.83M 0.36%
14,342
+380
35
$1.81M 0.36%
3,850
+1,586
36
$1.8M 0.36%
35,380
-18,075
37
$1.76M 0.35%
13,004
+1,737
38
$1.72M 0.34%
17,920
+3,980
39
$1.67M 0.33%
23,798
-533
40
$1.6M 0.32%
9,789
+421
41
$1.57M 0.31%
16,311
-1,385
42
$1.52M 0.3%
+13,073
43
$1.49M 0.29%
8,362
+771
44
$1.44M 0.29%
6,302
+1,589
45
$1.41M 0.28%
3,933
46
$1.31M 0.26%
6,747
+88
47
$1.3M 0.26%
7,909
-1,420
48
$1.29M 0.25%
13,260
+5,784
49
$1.23M 0.24%
46,636
+2,258
50
$1.23M 0.24%
7,388
+1,560
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