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
$501M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$23.9M
3
+$21.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.78M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$5.21M

Top Sells

1
+$27.9M
2
+$7.07M
3
+$4.18M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.34M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$1.7M

Sector Composition

1 Technology 6.13%
2 Financials 3.56%
3 Healthcare 3.17%
4 Consumer Discretionary 3.03%
5 Consumer Staples 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.24%
11,080
-100
52
$1.14M 0.23%
26,204
-6,890
53
$1.1M 0.22%
11,657
54
$1.08M 0.22%
+2,264
55
$1.08M 0.22%
6,287
-1,515
56
$1.06M 0.21%
4,713
-1,041
57
$1.04M 0.21%
25,984
58
$1M 0.2%
3,678
-102
59
$995K 0.2%
+3,110
60
$981K 0.2%
14,699
-1,676
61
$978K 0.2%
+57,654
62
$953K 0.19%
3,492
-166
63
$940K 0.19%
3,270
+642
64
$929K 0.19%
9,140
65
$927K 0.19%
4,128
+375
66
$914K 0.18%
10,676
+20
67
$912K 0.18%
4,546
-8
68
$904K 0.18%
88,051
69
$843K 0.17%
2,672
-276
70
$834K 0.17%
15,523
71
$820K 0.16%
5,714
+1,311
72
$782K 0.16%
8,284
-1,276
73
$775K 0.15%
+5,828
74
$766K 0.15%
25,070
75
$747K 0.15%
+36,569
1 2
3
4 5