AWM

Angeles Wealth Management Portfolio holdings

AUM $1.81B
1-Year Est. Return 19.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$15.7M
3
+$14.4M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$13.5M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.54M

Top Sells

1
+$15.3M
2
+$6.73M
3
+$2.4M
4
PII icon
Polaris
PII
+$830K
5
UNH icon
UnitedHealth
UNH
+$550K

Sector Composition

1 Technology 8.83%
2 Financials 5.96%
3 Consumer Discretionary 2.94%
4 Healthcare 2.17%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.48M 0.44%
18,239
+2,111
27
$6.36M 0.44%
13,083
-346
28
$6.33M 0.43%
206,216
+1,552
29
$6.13M 0.42%
34,767
+2,771
30
$5.5M 0.38%
66,354
+61
31
$5.43M 0.37%
51,101
+22,827
32
$5.33M 0.37%
19,329
+3,617
33
$5.18M 0.36%
17,854
-133
34
$4.62M 0.32%
12,596
+341
35
$4.45M 0.31%
5,714
+588
36
$4.43M 0.3%
43,607
-4,656
37
$4.27M 0.29%
37,673
+174
38
$4.23M 0.29%
+74,244
39
$4.2M 0.29%
12,227
+41
40
$4.1M 0.28%
9,666
+640
41
$3.92M 0.27%
6,981
+677
42
$3.65M 0.25%
45,517
+878
43
$3.64M 0.25%
5
44
$3.62M 0.25%
27,030
+2,400
45
$3.34M 0.23%
10,503
+1,358
46
$2.82M 0.19%
26,196
-4,045
47
$2.68M 0.18%
29,531
+3,176
48
$2.68M 0.18%
14,438
-479
49
$2.56M 0.18%
6,763
+1,182
50
$2.55M 0.17%
4,689
+436
1
2
3 4 5