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
$1.07B
AUM Growth
+$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$10.7M
3
+$6.48M
4
AAPL icon
Apple
AAPL
+$2.68M
5
MSFT icon
Microsoft
MSFT
+$2M

Top Sells

1
+$9.74M
2
+$1.99M
3
+$1.74M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.64M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$749K

Sector Composition

1 Technology 8.31%
2 Financials 4.65%
3 Healthcare 2.59%
4 Consumer Discretionary 2.41%
5 Communication Services 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.72M 0.63%
115,860
-11,500
27
$6.38M 0.6%
34,775
+4,757
28
$5.08M 0.48%
27,905
+4,911
29
$5.04M 0.47%
126,656
+9,346
30
$4.13M 0.39%
8,195
+1,098
31
$3.99M 0.37%
4,407
+354
32
$3.98M 0.37%
9,783
+1,505
33
$3.93M 0.37%
11,427
+619
34
$3.56M 0.33%
11,925
-248
35
$3.39M 0.32%
27,412
+1,030
36
$3.09M 0.29%
11,784
+792
37
$2.85M 0.27%
14,083
+2,228
38
$2.6M 0.24%
22,619
+2,746
39
$2.52M 0.24%
25,929
+1,145
40
$2.41M 0.23%
61,448
-1,700
41
$2.3M 0.22%
5,219
+486
42
$2.23M 0.21%
13,495
+1,059
43
$2.16M 0.2%
5,932
+1,690
44
$2.16M 0.2%
3,902
+95
45
$2.15M 0.2%
12,560
+2,850
46
$2.15M 0.2%
3,924
-860
47
$2.1M 0.2%
4,728
-18
48
$2.02M 0.19%
14,123
-44
49
$1.89M 0.18%
12,960
-1,097
50
$1.65M 0.15%
485,135
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