AWM

Angeles Wealth Management Portfolio holdings

AUM $1.81B
1-Year Est. Return 19.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$15.7M
3
+$14.4M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$13.5M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.54M

Top Sells

1
+$15.3M
2
+$6.73M
3
+$2.4M
4
PII icon
Polaris
PII
+$830K
5
UNH icon
UnitedHealth
UNH
+$550K

Sector Composition

1 Technology 8.83%
2 Financials 5.96%
3 Consumer Discretionary 2.94%
4 Healthcare 2.17%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.45M 0.17%
30,932
-1,903
52
$2.39M 0.16%
100,227
+95,204
53
$2.3M 0.16%
15,076
-1,317
54
$2.14M 0.15%
70,977
+17,817
55
$2.11M 0.14%
3,399
-435
56
$2.04M 0.14%
4,075
+200
57
$2.04M 0.14%
9,147
+1,062
58
$1.9M 0.13%
40,127
+1,040
59
$1.9M 0.13%
12,679
+860
60
$1.86M 0.13%
62,076
+7,002
61
$1.79M 0.12%
8,725
+1,870
62
$1.75M 0.12%
8,572
-255
63
$1.68M 0.11%
+75,820
64
$1.67M 0.11%
12,685
-2,056
65
$1.66M 0.11%
67,485
-3,873
66
$1.63M 0.11%
10,251
-678
67
$1.58M 0.11%
+18,648
68
$1.54M 0.11%
15,763
+2,016
69
$1.5M 0.1%
6,509
-141
70
$1.47M 0.1%
10,800
+801
71
$1.47M 0.1%
3,621
-241
72
$1.46M 0.1%
5,363
+1,235
73
$1.43M 0.1%
23,058
+20,653
74
$1.38M 0.09%
7,600
+849
75
$1.38M 0.09%
238
+24
1 2
3
4 5