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
$1.16B
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$12.4M
3
+$8.39M
4
VT icon
Vanguard Total World Stock ETF
VT
+$5.48M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.43M

Top Sells

1
+$52.1M
2
+$11.5M
3
+$9.61M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.72M
5
BAC icon
Bank of America
BAC
+$4.01M

Sector Composition

1 Technology 8.45%
2 Financials 4.81%
3 Healthcare 2.78%
4 Consumer Discretionary 2.31%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.06M 0.44%
8,834
+639
27
$4.91M 0.42%
10,672
+889
28
$4.91M 0.42%
12,116
+689
29
$4.78M 0.41%
28,795
+890
30
$4.63M 0.4%
12,131
+206
31
$4.26M 0.37%
4,804
+397
32
$4.09M 0.35%
14,864
+3,080
33
$3.9M 0.34%
46,939
-138,417
34
$3.87M 0.33%
+35,415
35
$3.55M 0.31%
31,242
+3,830
36
$3.27M 0.28%
8,719
+2,787
37
$3.11M 0.27%
14,739
+656
38
$3.04M 0.26%
6,150
+931
39
$2.77M 0.24%
26,645
+716
40
$2.75M 0.24%
23,478
+859
41
$2.59M 0.22%
24,400
-490,794
42
$2.58M 0.22%
13,067
+507
43
$2.57M 0.22%
15,837
+2,877
44
$2.43M 0.21%
3,921
+19
45
$2.4M 0.21%
14,134
+639
46
$2.32M 0.2%
55,598
-5,850
47
$2.3M 0.2%
8,794
+1,506
48
$2.26M 0.19%
4,604
-124
49
$2.22M 0.19%
3,853
-71
50
$2.17M 0.19%
12,586
+3,586
1
2
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