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
$501M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$23.9M
3
+$21.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.78M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$5.21M

Top Sells

1
+$27.9M
2
+$7.07M
3
+$4.18M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.34M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$1.7M

Sector Composition

1 Technology 6.13%
2 Financials 3.56%
3 Healthcare 3.17%
4 Consumer Discretionary 3.03%
5 Consumer Staples 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$720K 0.14%
5,504
77
$709K 0.14%
8,163
78
$698K 0.14%
7,476
+60
79
$693K 0.14%
2,497
-122
80
$673K 0.13%
17,365
-4,705
81
$663K 0.13%
2,688
+235
82
$656K 0.13%
10,423
+850
83
$647K 0.13%
5,046
-4,882
84
$644K 0.13%
5,475
-5,868
85
$632K 0.13%
2,888
86
$631K 0.13%
2,557
+74
87
$620K 0.12%
2,213
+182
88
$618K 0.12%
16,522
-752
89
$607K 0.12%
7,877
+738
90
$594K 0.12%
11,285
-9,015
91
$588K 0.12%
3,836
-16
92
$587K 0.12%
6,370
-5,745
93
$580K 0.12%
+2,602
94
$567K 0.11%
6,309
+168
95
$567K 0.11%
3,518
-74
96
$567K 0.11%
10,817
-858
97
$555K 0.11%
5,459
98
$545K 0.11%
13,084
-10,916
99
$541K 0.11%
2,123
-1,104
100
$540K 0.11%
5,237
-1,155
2 3
4
5 6