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
$528M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$53.2M
3
+$48.3M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$36.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$27.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.78%
2 Financials 4.8%
3 Consumer Discretionary 4.29%
4 Healthcare 3.25%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$839K 0.16%
+2,628
77
$803K 0.15%
+29,430
78
$802K 0.15%
+2,888
79
$799K 0.15%
+3,592
80
$797K 0.15%
+8,163
81
$789K 0.15%
+7,416
82
$751K 0.14%
+1,342
83
$736K 0.14%
+2,031
84
$729K 0.14%
+5,504
85
$719K 0.14%
+4,305
86
$714K 0.14%
+1,420
87
$714K 0.14%
+4,403
88
$673K 0.13%
+12,642
89
$637K 0.12%
+2,453
90
$632K 0.12%
+4,639
91
$629K 0.12%
+6,392
92
$626K 0.12%
+35,410
93
$624K 0.12%
+3,852
94
$615K 0.12%
+1,455
95
$614K 0.12%
+6,141
96
$614K 0.12%
+2,483
97
$613K 0.12%
+5,459
98
$604K 0.11%
+11,675
99
$594K 0.11%
+9,573
100
$584K 0.11%
+8,726
2 3
4
5 6