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
$821M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$6.32M
3
+$4.01M
4
BAC icon
Bank of America
BAC
+$3.42M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.4M

Top Sells

1
+$1.6M
2
+$601K
3
+$600K
4
AAPL icon
Apple
AAPL
+$556K
5
ON icon
ON Semiconductor
ON
+$396K

Sector Composition

1 Technology 7.24%
2 Financials 4.45%
3 Consumer Discretionary 2.57%
4 Healthcare 2.56%
5 Consumer Staples 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.18%
14,126
-89
52
$1.4M 0.17%
5,717
-165
53
$1.36M 0.17%
8,771
+2,507
54
$1.35M 0.16%
12,120
55
$1.29M 0.16%
4,242
-45
56
$1.27M 0.16%
7,475
+10
57
$1.26M 0.15%
+15,428
58
$1.25M 0.15%
5,785
-66
59
$1.19M 0.15%
57,654
60
$1.18M 0.14%
7,848
-8
61
$1.17M 0.14%
11,657
62
$1.12M 0.14%
17,264
+417
63
$1.1M 0.13%
2,679
64
$1.09M 0.13%
8,163
65
$993K 0.12%
24,704
66
$976K 0.12%
3,708
+270
67
$957K 0.12%
2,728
+39
68
$948K 0.12%
8,164
+24
69
$943K 0.11%
77,326
+64,092
70
$928K 0.11%
+18,472
71
$890K 0.11%
13,983
72
$884K 0.11%
54,604
-736
73
$884K 0.11%
16,964
+150
74
$865K 0.11%
1,643
+195
75
$850K 0.1%
3,422
-588
1 2
3
4 5