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
$1.07B
AUM Growth
+$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$10.7M
3
+$6.48M
4
AAPL icon
Apple
AAPL
+$2.68M
5
MSFT icon
Microsoft
MSFT
+$2M

Top Sells

1
+$9.74M
2
+$1.99M
3
+$1.74M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.64M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$749K

Sector Composition

1 Technology 8.31%
2 Financials 4.65%
3 Healthcare 2.59%
4 Consumer Discretionary 2.41%
5 Communication Services 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.63M 0.15%
3,871
+26
52
$1.51M 0.14%
5,926
+58
53
$1.49M 0.14%
8,484
+324
54
$1.47M 0.14%
2,177
+187
55
$1.44M 0.14%
9,000
+220
56
$1.44M 0.14%
7,288
+1,605
57
$1.42M 0.13%
6,256
+334
58
$1.41M 0.13%
11,417
-120
59
$1.39M 0.13%
62,148
+4,494
60
$1.38M 0.13%
7,585
+16
61
$1.35M 0.13%
14,976
-4,774
62
$1.33M 0.12%
2,606
+426
63
$1.26M 0.12%
6,314
+1,278
64
$1.22M 0.11%
11,657
65
$1.18M 0.11%
7,544
+1,982
66
$1.14M 0.11%
54,604
67
$1.13M 0.11%
14,955
+492
68
$1.06M 0.1%
10,176
+2,261
69
$1.03M 0.1%
2,347
-69
70
$1.01M 0.09%
1,818
+389
71
$1M 0.09%
4,800
72
$997K 0.09%
6,047
+1,178
73
$996K 0.09%
3,985
+355
74
$994K 0.09%
79,229
-174
75
$982K 0.09%
1,248
+169
1 2
3
4 5