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
$672M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$11.9M
3
+$10.2M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.61M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$5.51M

Top Sells

1
+$7.53M
2
+$5.67M
3
+$1.26M
4
UNH icon
UnitedHealth
UNH
+$1.22M
5
LLY icon
Eli Lilly
LLY
+$1.01M

Sector Composition

1 Technology 5.98%
2 Financials 4.61%
3 Healthcare 2.8%
4 Industrials 2.48%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.37M 0.65%
8,789
-393
27
$2.9M 0.43%
9,837
+76
28
$2.77M 0.41%
4,808
+484
29
$2.75M 0.41%
12,250
-24
30
$2.48M 0.37%
23,351
+647
31
$2.42M 0.36%
14,511
-691
32
$2.31M 0.34%
16,175
+810
33
$2.3M 0.34%
28,962
+6,384
34
$2.3M 0.34%
9,034
-503
35
$2.23M 0.33%
66,698
+312
36
$2.01M 0.3%
8,940
37
$1.96M 0.29%
16,980
-1,296
38
$1.95M 0.29%
18,787
+666
39
$1.93M 0.29%
10,578
+28
40
$1.89M 0.28%
4,593
+511
41
$1.84M 0.27%
5,952
+2,258
42
$1.81M 0.27%
6,333
+1,318
43
$1.77M 0.26%
23,598
-41
44
$1.76M 0.26%
16,072
+559
45
$1.73M 0.26%
62,300
+31,030
46
$1.73M 0.26%
7,656
+365
47
$1.72M 0.26%
11,075
-1,021
48
$1.66M 0.25%
13,572
+28
49
$1.6M 0.24%
11,497
-307
50
$1.53M 0.23%
10,080
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