AWM

Angeles Wealth Management Portfolio holdings

AUM $1.63B
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$7.47M
3
+$6.77M
4
ARES icon
Ares Management
ARES
+$5.97M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$4.87M

Top Sells

1
+$21.9M
2
+$1.37M
3
+$710K
4
URTH icon
iShares MSCI World ETF
URTH
+$693K
5
MAR icon
Marriott International
MAR
+$585K

Sector Composition

1 Technology 7.99%
2 Financials 6.18%
3 Consumer Discretionary 3.1%
4 Healthcare 2.61%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.18%
53,160
+46,398
52
$2.15M 0.18%
3,834
+1
53
$2.11M 0.18%
4,253
+56
54
$1.92M 0.16%
3,862
-81
55
$1.87M 0.16%
45,679
+22,804
56
$1.8M 0.15%
3,875
-33
57
$1.72M 0.14%
10,273
+452
58
$1.71M 0.14%
8,827
+1
59
$1.68M 0.14%
71,358
+210
60
$1.68M 0.14%
10,929
+134
61
$1.66M 0.14%
8,085
-23
62
$1.65M 0.14%
11,819
+76
63
$1.63M 0.14%
39,087
-263
64
$1.57M 0.13%
6,650
+111
65
$1.42M 0.12%
5,581
+3
66
$1.41M 0.12%
34,298
-17,225
67
$1.35M 0.11%
62,989
68
$1.33M 0.11%
9,999
+547
69
$1.32M 0.11%
2,522
-125
70
$1.23M 0.1%
2,645
+196
71
$1.22M 0.1%
35,861
-4,989
72
$1.22M 0.1%
19,692
+368
73
$1.21M 0.1%
9,147
+631
74
$1.21M 0.1%
55,074
75
$1.21M 0.1%
13,747
-202
1 2
3
4 5