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
$571M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$5.27M
3
+$4.82M
4
VTV icon
Vanguard Value ETF
VTV
+$3.79M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.66M

Top Sells

1
+$16.8M
2
+$2.55M
3
+$1.23M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.11M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$882K

Sector Composition

1 Technology 5.32%
2 Financials 4.29%
3 Healthcare 3.7%
4 Industrials 2.96%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$872K 0.15%
+11,750
77
$869K 0.15%
15,523
78
$854K 0.15%
16,847
+9,910
79
$852K 0.15%
3,977
+1,089
80
$850K 0.15%
4,737
+1,053
81
$814K 0.14%
55,340
+19,449
82
$813K 0.14%
6,892
+197
83
$806K 0.14%
15,767
-2,750
84
$794K 0.14%
9,497
-4,455
85
$789K 0.14%
8,140
-1,000
86
$787K 0.14%
15,364
+2,442
87
$756K 0.13%
8,163
88
$742K 0.13%
8,535
-202
89
$733K 0.13%
16,290
+5,885
90
$716K 0.13%
14,555
+2,250
91
$694K 0.12%
2,601
-215
92
$687K 0.12%
5,328
-177
93
$652K 0.11%
9,058
-12
94
$649K 0.11%
10,203
-2
95
$645K 0.11%
2,448
-115
96
$612K 0.11%
6,067
+441
97
$612K 0.11%
4,888
98
$594K 0.1%
2,337
-367
99
$592K 0.1%
3,903
+1,251
100
$587K 0.1%
23,325
+3,885
2 3
4
5 6