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
$1,000M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.8M
3
+$20.6M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$16.4M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$13.4M

Top Sells

1
+$9.13M
2
+$2.57M
3
+$2.49M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.67M
5
URTH icon
iShares MSCI World ETF
URTH
+$1.57M

Sector Composition

1 Technology 7.16%
2 Financials 4.65%
3 Healthcare 2.57%
4 Consumer Discretionary 2.41%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.15%
5,868
+83
52
$1.52M 0.15%
11,537
+154
53
$1.51M 0.15%
3,845
+10
54
$1.46M 0.15%
5,922
+205
55
$1.43M 0.14%
4,242
56
$1.4M 0.14%
8,160
+312
57
$1.38M 0.14%
7,569
+94
58
$1.36M 0.14%
14,463
+234
59
$1.3M 0.13%
57,654
60
$1.28M 0.13%
4,238
+530
61
$1.23M 0.12%
11,657
62
$1.21M 0.12%
1,990
+428
63
$1.16M 0.12%
8,780
+3,970
64
$1.16M 0.12%
43,295
+11,028
65
$1.12M 0.11%
2,416
+593
66
$1.08M 0.11%
2,180
+537
67
$1.05M 0.11%
79,403
+2,077
68
$1.05M 0.1%
8,229
+65
69
$1.02M 0.1%
8,301
+556
70
$999K 0.1%
5,683
+2,261
71
$971K 0.1%
54,604
72
$953K 0.1%
2,750
+22
73
$939K 0.09%
13,983
74
$926K 0.09%
9,805
-152
75
$924K 0.09%
4,800
+7
1 2
3
4 5