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
$1.21B
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$6.07M
3
+$5.89M
4
BABA icon
Alibaba
BABA
+$3.22M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.78M

Top Sells

1
+$17.1M
2
+$682K
3
+$486K
4
ELV icon
Elevance Health
ELV
+$421K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$386K

Sector Composition

1 Technology 8.75%
2 Financials 5.68%
3 Consumer Discretionary 3.09%
4 Healthcare 2.49%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.13M 0.18%
14,001
-133
52
$2.11M 0.17%
51,523
-4,075
53
$2.05M 0.17%
3,943
+22
54
$2.02M 0.17%
11,743
+143
55
$1.85M 0.15%
3,908
+17
56
$1.76M 0.15%
5,578
+9
57
$1.73M 0.14%
39,350
+13,861
58
$1.73M 0.14%
8,826
-10
59
$1.71M 0.14%
+56,479
60
$1.68M 0.14%
71,148
+9,000
61
$1.66M 0.14%
10,795
+1,036
62
$1.49M 0.12%
6,539
+29
63
$1.48M 0.12%
8,108
+20
64
$1.42M 0.12%
9,821
+1,848
65
$1.42M 0.12%
1,341
-124
66
$1.37M 0.11%
+13,667
67
$1.34M 0.11%
2,647
-64
68
$1.33M 0.11%
4,816
69
$1.32M 0.11%
+22,875
70
$1.28M 0.11%
3,838
+109
71
$1.28M 0.11%
40,850
+16,900
72
$1.26M 0.1%
13,949
+1,734
73
$1.26M 0.1%
14,292
74
$1.21M 0.1%
55,074
+459
75
$1.2M 0.1%
13,919
+225
1 2
3
4 5