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
$672M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$11.9M
3
+$10.2M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.61M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$5.51M

Top Sells

1
+$7.53M
2
+$5.67M
3
+$1.26M
4
UNH icon
UnitedHealth
UNH
+$1.22M
5
LLY icon
Eli Lilly
LLY
+$1.01M

Sector Composition

1 Technology 5.98%
2 Financials 4.61%
3 Healthcare 2.8%
4 Industrials 2.48%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.23%
4,175
+1,344
52
$1.5M 0.22%
8,808
+1,714
53
$1.44M 0.21%
13,902
+859
54
$1.29M 0.19%
18,020
+2,500
55
$1.28M 0.19%
12,115
-8
56
$1.27M 0.19%
6,324
-110
57
$1.21M 0.18%
3,414
-612
58
$1.17M 0.17%
4,582
-331
59
$1.15M 0.17%
24,565
+8,275
60
$1.15M 0.17%
7,453
61
$1.15M 0.17%
+5,096
62
$1.13M 0.17%
3,697
+1
63
$1.13M 0.17%
11,657
64
$1.12M 0.17%
2,724
-374
65
$1.06M 0.16%
4,357
+380
66
$1.06M 0.16%
8,150
+1,089
67
$1.06M 0.16%
57,654
68
$1.02M 0.15%
88,051
69
$1M 0.15%
6,299
+381
70
$982K 0.15%
11,182
-568
71
$975K 0.15%
24,704
72
$973K 0.14%
+11,820
73
$971K 0.14%
2,055
-2,573
74
$933K 0.14%
16,847
75
$931K 0.14%
8,163
1 2
3
4 5