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
$821M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$6.32M
3
+$4.01M
4
BAC icon
Bank of America
BAC
+$3.42M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.4M

Top Sells

1
+$1.6M
2
+$601K
3
+$600K
4
AAPL icon
Apple
AAPL
+$556K
5
ON icon
ON Semiconductor
ON
+$396K

Sector Composition

1 Technology 7.24%
2 Financials 4.45%
3 Consumer Discretionary 2.57%
4 Healthcare 2.56%
5 Consumer Staples 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.74M 0.46%
11,981
+142
27
$3.33M 0.41%
9,619
-409
28
$3.18M 0.39%
64,160
+4,280
29
$2.69M 0.33%
7,553
+1,116
30
$2.65M 0.32%
24,335
+44
31
$2.51M 0.31%
17,990
-1,826
32
$2.5M 0.31%
9,619
+561
33
$2.44M 0.3%
5,099
-97
34
$2.42M 0.29%
9,230
35
$2.35M 0.29%
63,148
-3,550
36
$2.32M 0.28%
14,802
+2,436
37
$2.01M 0.24%
3,781
-249
38
$2M 0.24%
11,785
+206
39
$1.99M 0.24%
3,409
+237
40
$1.91M 0.23%
5,403
+522
41
$1.86M 0.23%
+485,135
42
$1.83M 0.22%
18,290
-1,921
43
$1.81M 0.22%
22,698
+50
44
$1.79M 0.22%
10,549
+287
45
$1.71M 0.21%
3,999
-336
46
$1.67M 0.2%
10,080
47
$1.56M 0.19%
4,619
+20
48
$1.54M 0.19%
14,229
-1,200
49
$1.5M 0.18%
3,835
+88
50
$1.49M 0.18%
11,383
+20
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