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
$734M
AUM Growth
+$61.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$9.5M
3
+$4.19M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.34M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.33M

Top Sells

1
+$16M
2
+$5.82M
3
+$5.69M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.56M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.16M

Sector Composition

1 Technology 7.26%
2 Financials 4.67%
3 Healthcare 3.07%
4 Consumer Discretionary 2.38%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.21%
8,352
-456
52
$1.51M 0.21%
10,595
-902
53
$1.49M 0.2%
13,532
-40
54
$1.45M 0.2%
3,815
+401
55
$1.41M 0.19%
18,020
56
$1.3M 0.18%
3,726
+29
57
$1.29M 0.18%
7,970
+517
58
$1.29M 0.18%
12,120
+5
59
$1.22M 0.17%
8,407
+257
60
$1.21M 0.17%
5,937
-387
61
$1.2M 0.16%
4,180
+241
62
$1.2M 0.16%
4,357
63
$1.19M 0.16%
+3,660
64
$1.14M 0.16%
11,657
65
$1.11M 0.15%
57,654
66
$1.1M 0.15%
8,163
67
$1.07M 0.15%
3,282
+765
68
$1.04M 0.14%
11,217
+35
69
$1.03M 0.14%
16,847
70
$1.01M 0.14%
10,709
-1,111
71
$982K 0.13%
5,031
-65
72
$977K 0.13%
24,704
73
$963K 0.13%
55,340
74
$943K 0.13%
3,602
-140
75
$908K 0.12%
17,105
1 2
3
4 5