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
$1.16B
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$12.4M
3
+$8.39M
4
VT icon
Vanguard Total World Stock ETF
VT
+$5.48M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.43M

Top Sells

1
+$52.1M
2
+$11.5M
3
+$9.61M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.72M
5
BAC icon
Bank of America
BAC
+$4.01M

Sector Composition

1 Technology 8.45%
2 Financials 4.81%
3 Healthcare 2.78%
4 Consumer Discretionary 2.31%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.85M 0.16%
3,891
+20
52
$1.78M 0.15%
11,600
+183
53
$1.77M 0.15%
2,501
+324
54
$1.75M 0.15%
8,836
+1,251
55
$1.67M 0.14%
8,088
-396
56
$1.66M 0.14%
5,569
-357
57
$1.66M 0.14%
9,759
+3,445
58
$1.63M 0.14%
13,694
-429
59
$1.6M 0.14%
6,510
+254
60
$1.59M 0.14%
2,711
+105
61
$1.49M 0.13%
62,148
62
$1.41M 0.12%
53,817
+23,498
63
$1.34M 0.12%
54,615
+11
64
$1.31M 0.11%
1,465
+217
65
$1.22M 0.11%
4,816
+16
66
$1.19M 0.1%
14,292
+6,938
67
$1.18M 0.1%
13,389
-1,566
68
$1.17M 0.1%
7,973
+429
69
$1.17M 0.1%
2,445
+98
70
$1.17M 0.1%
62,989
+23,340
71
$1.15M 0.1%
2,228
+410
72
$1.12M 0.1%
9,861
-315
73
$1.12M 0.1%
11,790
-3,186
74
$1.12M 0.1%
4,025
+40
75
$1.07M 0.09%
6,196
+149
1 2
3
4 5