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
$505M
AUM Growth
+$4.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12.2M
3
+$10.8M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.85M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.32M

Top Sells

1
+$9.24M
2
+$7.08M
3
+$921K
4
VUG icon
Vanguard Growth ETF
VUG
+$889K
5
RTX icon
RTX Corp
RTX
+$777K

Sector Composition

1 Technology 6.07%
2 Financials 4.11%
3 Healthcare 3.35%
4 Consumer Discretionary 2.78%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.24%
4,505
+1,013
52
$1.16M 0.23%
4,371
+243
53
$1.15M 0.23%
13,886
+25
54
$1.14M 0.23%
11,934
+854
55
$1.1M 0.22%
12,623
+1,947
56
$1.09M 0.22%
+13,952
57
$1.03M 0.2%
11,657
58
$1M 0.2%
12,134
-2,551
59
$921K 0.18%
26,404
+420
60
$918K 0.18%
57,654
61
$916K 0.18%
88,051
62
$911K 0.18%
6,738
+1,024
63
$897K 0.18%
3,691
+13
64
$895K 0.18%
18,517
-3,063
65
$893K 0.18%
23,179
-3,025
66
$881K 0.17%
9,140
67
$877K 0.17%
+3,915
68
$862K 0.17%
4,597
+51
69
$824K 0.16%
8,737
+453
70
$804K 0.16%
2,828
+156
71
$797K 0.16%
+12,670
72
$781K 0.15%
39,520
-21,990
73
$750K 0.15%
15,523
74
$749K 0.15%
5,505
+1
75
$736K 0.15%
5,916
+870
1 2
3
4 5