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
$1.21B
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$6.07M
3
+$5.89M
4
BABA icon
Alibaba
BABA
+$3.22M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.78M

Top Sells

1
+$17.1M
2
+$682K
3
+$486K
4
ELV icon
Elevance Health
ELV
+$421K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$386K

Sector Composition

1 Technology 8.75%
2 Financials 5.68%
3 Consumer Discretionary 3.09%
4 Healthcare 2.49%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.25M 0.52%
13,791
+3,119
27
$6.04M 0.5%
31,893
+3,098
28
$5.47M 0.45%
9,339
+505
29
$5.03M 0.41%
15,928
+1,064
30
$4.8M 0.4%
12,350
+234
31
$4.69M 0.39%
57,160
+10,221
32
$4.45M 0.37%
44,698
+9,283
33
$4.3M 0.35%
17,940
+3,201
34
$4.14M 0.34%
12,178
+47
35
$3.8M 0.31%
9,399
+605
36
$3.67M 0.3%
4,757
-47
37
$3.58M 0.3%
8,924
+205
38
$3.54M 0.29%
15,264
+2,678
39
$3.47M 0.29%
34,865
+3,623
40
$3.31M 0.27%
6,282
+132
41
$3.22M 0.27%
+38,001
42
$3.21M 0.26%
29,842
+6,364
43
$3.12M 0.26%
44,469
+29,604
44
$2.64M 0.22%
25,051
+651
45
$2.54M 0.21%
14,268
+1,201
46
$2.4M 0.2%
26,391
-254
47
$2.34M 0.19%
16,166
+329
48
$2.26M 0.19%
3,833
-20
49
$2.19M 0.18%
4,197
-407
50
$2.16M 0.18%
2,420
-81
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