AWM

Angeles Wealth Management Portfolio holdings

AUM $1.63B
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$7.47M
3
+$6.77M
4
ARES icon
Ares Management
ARES
+$5.97M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$4.87M

Top Sells

1
+$21.9M
2
+$1.37M
3
+$710K
4
URTH icon
iShares MSCI World ETF
URTH
+$693K
5
MAR icon
Marriott International
MAR
+$585K

Sector Composition

1 Technology 7.99%
2 Financials 6.18%
3 Consumer Discretionary 3.1%
4 Healthcare 2.61%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.23M 0.52%
39,884
+84
27
$5.65M 0.47%
16,128
+200
28
$5.48M 0.46%
66,293
+9,133
29
$5.48M 0.46%
9,501
+162
30
$5.01M 0.42%
48,263
+3,565
31
$4.96M 0.41%
37,499
-502
32
$4.95M 0.41%
31,996
+103
33
$4.49M 0.37%
12,255
-95
34
$4.41M 0.37%
17,987
+47
35
$4.26M 0.35%
12,186
+8
36
$4.23M 0.35%
5,126
+369
37
$3.99M 0.33%
+5
38
$3.6M 0.3%
30,241
+399
39
$3.46M 0.29%
6,304
+22
40
$3.26M 0.27%
9,026
+102
41
$3.2M 0.27%
44,639
+170
42
$3.13M 0.26%
14,917
+649
43
$2.99M 0.25%
28,274
+3,223
44
$2.95M 0.24%
32,835
-2,030
45
$2.72M 0.23%
16,393
+227
46
$2.63M 0.22%
15,712
+448
47
$2.47M 0.21%
26,355
-36
48
$2.37M 0.2%
9,145
-254
49
$2.3M 0.19%
24,630
+430
50
$2.21M 0.18%
14,741
+740
1
2
3 4 5