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
$505M
AUM Growth
+$4.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12.2M
3
+$10.8M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.85M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.32M

Top Sells

1
+$9.24M
2
+$7.08M
3
+$921K
4
VUG icon
Vanguard Growth ETF
VUG
+$889K
5
RTX icon
RTX Corp
RTX
+$777K

Sector Composition

1 Technology 6.07%
2 Financials 4.11%
3 Healthcare 3.35%
4 Consumer Discretionary 2.78%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$725K 0.14%
2,816
+319
77
$685K 0.14%
6,695
+386
78
$684K 0.14%
5,097
+1,261
79
$664K 0.13%
8,163
80
$645K 0.13%
9,070
+1,193
81
$627K 0.12%
6,003
+1,486
82
$608K 0.12%
2,888
83
$603K 0.12%
2,704
+16
84
$598K 0.12%
35,891
+481
85
$591K 0.12%
2,563
+6
86
$591K 0.12%
2,213
87
$586K 0.12%
2,708
+106
88
$572K 0.11%
10,205
-218
89
$565K 0.11%
12,922
+2,105
90
$545K 0.11%
4,888
+4,236
91
$540K 0.11%
3,978
+460
92
$535K 0.11%
+12,305
93
$529K 0.1%
3,684
+723
94
$521K 0.1%
5,493
+34
95
$503K 0.1%
3,391
-2,896
96
$461K 0.09%
5,626
-9,481
97
$447K 0.09%
1,572
-1,538
98
$446K 0.09%
6,000
99
$440K 0.09%
+8,826
100
$437K 0.09%
16,941
+419
2 3
4
5 6