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
$571M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$5.27M
3
+$4.82M
4
VTV icon
Vanguard Value ETF
VTV
+$3.79M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.66M

Top Sells

1
+$16.8M
2
+$2.55M
3
+$1.23M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.11M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$882K

Sector Composition

1 Technology 5.32%
2 Financials 4.29%
3 Healthcare 3.7%
4 Industrials 2.96%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.62M 0.63%
43,154
-1,190
27
$3.08M 0.54%
9,761
+56
28
$2.91M 0.51%
12,274
-179
29
$2.52M 0.44%
22,704
+271
30
$2.51M 0.44%
4,594
+744
31
$2.45M 0.43%
4,628
-122
32
$2.38M 0.42%
4,324
-891
33
$2.22M 0.39%
66,386
34
$2.21M 0.39%
9,537
+785
35
$2.17M 0.38%
15,202
+860
36
$2.14M 0.37%
12,096
+698
37
$2.06M 0.36%
18,276
+5,016
38
$1.99M 0.35%
15,365
+2,292
39
$1.97M 0.35%
5,388
+4,422
40
$1.91M 0.33%
10,550
+761
41
$1.88M 0.33%
+8,940
42
$1.86M 0.33%
23,639
-159
43
$1.71M 0.3%
15,513
+2,890
44
$1.61M 0.28%
18,121
+201
45
$1.58M 0.28%
13,544
-342
46
$1.57M 0.27%
4,082
+149
47
$1.56M 0.27%
11,804
-1,200
48
$1.53M 0.27%
10,080
+9,730
49
$1.53M 0.27%
22,578
+13,752
50
$1.51M 0.27%
7,291
-1,071
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