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
$571M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$5.27M
3
+$4.82M
4
VTV icon
Vanguard Value ETF
VTV
+$3.79M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.66M

Top Sells

1
+$16.8M
2
+$2.55M
3
+$1.23M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.11M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$882K

Sector Composition

1 Technology 5.32%
2 Financials 4.29%
3 Healthcare 3.7%
4 Industrials 2.96%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.23%
6,434
-313
52
$1.33M 0.23%
+3,098
53
$1.31M 0.23%
4,026
+2,725
54
$1.31M 0.23%
12,123
+6,630
55
$1.3M 0.23%
4,913
+316
56
$1.3M 0.23%
5,518
-784
57
$1.29M 0.23%
5,015
+1,100
58
$1.15M 0.2%
13,043
+1,109
59
$1.14M 0.2%
3,694
-811
60
$1.13M 0.2%
7,453
+715
61
$1.13M 0.2%
7,504
+116
62
$1.11M 0.19%
11,116
-1,018
63
$1.11M 0.19%
11,657
64
$1.03M 0.18%
3,696
+5
65
$1.03M 0.18%
57,654
66
$1.03M 0.18%
22,384
-795
67
$1.02M 0.18%
15,520
+2,850
68
$1.02M 0.18%
88,051
69
$1.01M 0.18%
7,094
+1,178
70
$984K 0.17%
2,831
+3
71
$956K 0.17%
5,918
+821
72
$947K 0.17%
7,061
+1,058
73
$947K 0.17%
13,765
+5,795
74
$938K 0.16%
11,009
-5,302
75
$936K 0.16%
24,704
-1,700
1 2
3
4 5