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
$1,000M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.8M
3
+$20.6M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$16.4M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$13.4M

Top Sells

1
+$9.13M
2
+$2.57M
3
+$2.49M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.67M
5
URTH icon
iShares MSCI World ETF
URTH
+$1.57M

Sector Composition

1 Technology 7.16%
2 Financials 4.65%
3 Healthcare 2.57%
4 Consumer Discretionary 2.41%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.81M 0.58%
7,926
+174
27
$4.57M 0.46%
30,018
-606
28
$4.45M 0.45%
117,310
+2,490
29
$4.23M 0.42%
12,173
+192
30
$4.15M 0.41%
10,808
+1,189
31
$3.48M 0.35%
26,382
+2,047
32
$3.48M 0.35%
8,278
+725
33
$3.47M 0.35%
22,994
+5,004
34
$3.45M 0.34%
7,097
+1,694
35
$3.15M 0.32%
4,053
+644
36
$3.07M 0.31%
10,992
+1,373
37
$2.58M 0.26%
63,148
38
$2.52M 0.25%
4,784
-315
39
$2.37M 0.24%
11,855
+1,306
40
$2.31M 0.23%
19,873
+1,583
41
$2.28M 0.23%
4,733
+734
42
$2.23M 0.22%
24,784
+2,086
43
$2.22M 0.22%
14,057
-745
44
$2.21M 0.22%
3,807
+26
45
$2.18M 0.22%
12,436
+651
46
$1.89M 0.19%
4,746
+127
47
$1.82M 0.18%
14,167
+41
48
$1.77M 0.18%
9,710
+939
49
$1.77M 0.18%
19,750
+4,322
50
$1.66M 0.17%
485,135
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