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AWM

Angeles Wealth Management Portfolio holdings

AUM $1.84B
1-Year Est. Return 19.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$5.55M
3
+$4.48M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.36M
5
VT icon
Vanguard Total World Stock ETF
VT
+$3.9M

Top Sells

1
+$648K
2
+$440K
3
+$427K
4
JMSI icon
JPMorgan Sustainable Municipal Income ETF
JMSI
+$425K
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$422K

Sector Composition

1 Technology 9.61%
2 Financials 5.9%
3 Consumer Discretionary 3.1%
4 Communication Services 2.16%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.07M 0.56%
28,747
+10,893
27
$9.01M 0.55%
12,266
+2,651
28
$8.16M 0.5%
23,915
+5,676
29
$7.56M 0.46%
360,967
+50,500
30
$7.43M 0.46%
234,899
+28,683
31
$6.74M 0.41%
37,737
+64
32
$6.66M 0.41%
20,183
+854
33
$5.67M 0.35%
68,360
+2,006
34
$5.13M 0.31%
12,672
+76
35
$5.03M 0.31%
83,991
+9,747
36
$5.03M 0.31%
48,793
+5,186
37
$4.81M 0.29%
45,034
-6,067
38
$4.77M 0.29%
10,737
+234
39
$4.6M 0.28%
39,268
+604
40
$4.24M 0.26%
12,255
+28
41
$4.17M 0.26%
5,471
-243
42
$3.93M 0.24%
6,905
-76
43
$3.86M 0.24%
13,812
+8,271
44
$3.82M 0.23%
45,627
+110
45
$3.77M 0.23%
5
46
$3.45M 0.21%
11,482
+7,810
47
$3.45M 0.21%
14,886
+448
48
$3.11M 0.19%
25,940
-1,090
49
$2.93M 0.18%
15,821
+745
50
$2.91M 0.18%
4,355
+956
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