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
$528M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$53.2M
3
+$48.3M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$36.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$27.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.78%
2 Financials 4.8%
3 Consumer Discretionary 4.29%
4 Healthcare 3.25%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.27%
+10,088
52
$1.38M 0.26%
+3,050
53
$1.37M 0.26%
+4,554
54
$1.35M 0.26%
+3,753
55
$1.31M 0.25%
+9,560
56
$1.29M 0.24%
+3,658
57
$1.27M 0.24%
+3,780
58
$1.22M 0.23%
+11,657
59
$1.21M 0.23%
+9,204
60
$1.17M 0.22%
+25,984
61
$1.11M 0.21%
+12,340
62
$1.08M 0.2%
+24,000
63
$1.05M 0.2%
+2,948
64
$1.03M 0.19%
+22,070
65
$988K 0.19%
+15,523
66
$979K 0.19%
+9,140
67
$928K 0.18%
+7,886
68
$924K 0.17%
+2,027
69
$922K 0.17%
+16,080
70
$892K 0.17%
+88,051
71
$883K 0.17%
+2,619
72
$880K 0.17%
+10,656
73
$879K 0.17%
+3,227
74
$858K 0.16%
+25,070
75
$856K 0.16%
+17,274
1 2
3
4 5