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
$708M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$7.02M
3
+$5.13M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.69M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.2M

Top Sells

1
+$19.2M
2
+$7.5M
3
+$2.32M
4
HSY icon
Hershey
HSY
+$2.15M
5
TDG icon
TransDigm Group
TDG
+$1.68M

Sector Composition

1 Technology 7.01%
2 Financials 3.89%
3 Healthcare 2.64%
4 Consumer Discretionary 2.31%
5 Consumer Staples 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.02M 0.43%
11,839
-437
27
$2.6M 0.37%
59,880
-6,820
28
$2.59M 0.37%
19,816
+6,159
29
$2.5M 0.35%
24,291
+603
30
$2.38M 0.34%
20,211
+2,313
31
$2.27M 0.32%
66,698
32
$2.25M 0.32%
6,437
+503
33
$2.23M 0.32%
5,196
+665
34
$2.17M 0.31%
9,230
35
$2.08M 0.29%
9,058
+1,213
36
$2.04M 0.29%
4,030
-283
37
$1.96M 0.28%
11,579
+795
38
$1.93M 0.27%
12,366
+379
39
$1.72M 0.24%
4,335
-1,122
40
$1.7M 0.24%
3,172
-2,126
41
$1.61M 0.23%
22,648
-591
42
$1.53M 0.22%
10,080
43
$1.49M 0.21%
10,262
+1,855
44
$1.48M 0.21%
15,429
+1,897
45
$1.47M 0.21%
4,881
+701
46
$1.34M 0.19%
4,599
-1
47
$1.29M 0.18%
14,215
-15,281
48
$1.25M 0.18%
12,120
49
$1.22M 0.17%
11,363
+146
50
$1.2M 0.17%
5,882
-55
1
2
3 4 5