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
$734M
AUM Growth
+$61.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$9.5M
3
+$4.19M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.34M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.33M

Top Sells

1
+$16M
2
+$5.82M
3
+$5.69M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.56M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.16M

Sector Composition

1 Technology 7.26%
2 Financials 4.67%
3 Healthcare 3.07%
4 Consumer Discretionary 2.38%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.82M 0.38%
66,700
+4,400
27
$2.75M 0.38%
14,015
-496
28
$2.73M 0.37%
23,688
+337
29
$2.48M 0.34%
5,298
+2,847
30
$2.39M 0.33%
29,496
+534
31
$2.37M 0.32%
19,566
+779
32
$2.3M 0.31%
66,698
33
$2.25M 0.31%
4,313
-495
34
$2.25M 0.31%
9,230
+290
35
$2.2M 0.3%
17,676
+696
36
$2.15M 0.29%
5,457
+1,282
37
$2.15M 0.29%
8,593
-441
38
$2.02M 0.28%
5,934
-18
39
$2.02M 0.28%
4,531
-62
40
$2.01M 0.27%
6,848
+515
41
$2M 0.27%
10,784
+206
42
$1.98M 0.27%
11,987
+912
43
$1.92M 0.26%
17,898
+1,826
44
$1.86M 0.25%
7,845
+189
45
$1.79M 0.24%
23,239
-359
46
$1.68M 0.23%
1,883
+1,022
47
$1.63M 0.22%
13,657
-245
48
$1.61M 0.22%
12,157
-4,018
49
$1.59M 0.22%
10,080
50
$1.57M 0.21%
4,600
+18
1
2
3 4 5