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
$708M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$7.02M
3
+$5.13M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.69M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.2M

Top Sells

1
+$19.2M
2
+$7.5M
3
+$2.32M
4
HSY icon
Hershey
HSY
+$2.15M
5
TDG icon
TransDigm Group
TDG
+$1.68M

Sector Composition

1 Technology 7.01%
2 Financials 3.89%
3 Healthcare 2.64%
4 Consumer Discretionary 2.31%
5 Consumer Staples 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.17%
3,747
+21
52
$1.16M 0.16%
7,465
-505
53
$1.14M 0.16%
4,287
-70
54
$1.11M 0.16%
11,657
55
$1.09M 0.15%
5,851
-8,164
56
$1.08M 0.15%
57,654
57
$1M 0.14%
4,010
+408
58
$999K 0.14%
16,847
59
$975K 0.14%
8,140
+1,177
60
$960K 0.14%
2,679
+652
61
$949K 0.13%
4,315
+1,597
62
$945K 0.13%
7,856
-9,820
63
$941K 0.13%
55,340
64
$938K 0.13%
24,704
65
$934K 0.13%
6,264
+191
66
$892K 0.13%
5,289
-41
67
$826K 0.12%
2,689
+40
68
$823K 0.12%
16,814
69
$815K 0.12%
13,983
70
$812K 0.11%
8,163
71
$780K 0.11%
8,627
+393
72
$769K 0.11%
9,484
+1,440
73
$730K 0.1%
1,448
-341
74
$697K 0.1%
3,438
+696
75
$696K 0.1%
4,881
-457
1 2
3
4 5