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
$672M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$11.9M
3
+$10.2M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.61M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$5.51M

Top Sells

1
+$7.53M
2
+$5.67M
3
+$1.26M
4
UNH icon
UnitedHealth
UNH
+$1.22M
5
LLY icon
Eli Lilly
LLY
+$1.01M

Sector Composition

1 Technology 5.98%
2 Financials 4.61%
3 Healthcare 2.8%
4 Industrials 2.48%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$896K 0.13%
17,105
+2,550
77
$885K 0.13%
55,340
78
$865K 0.13%
1,873
-2,721
79
$846K 0.13%
8,447
-88
80
$846K 0.13%
13,983
-1,540
81
$842K 0.13%
2,451
-2,937
82
$835K 0.12%
3,939
+930
83
$832K 0.12%
15,089
-678
84
$830K 0.12%
+6,157
85
$816K 0.12%
16,814
-5,570
86
$814K 0.12%
4,988
+251
87
$790K 0.12%
12,495
-1,270
88
$787K 0.12%
8,243
-2,873
89
$776K 0.12%
3,742
+116
90
$733K 0.11%
2,563
-38
91
$716K 0.11%
5,294
-34
92
$714K 0.11%
17,505
+2,141
93
$706K 0.11%
7,090
-1,050
94
$690K 0.1%
2,467
+19
95
$682K 0.1%
2,517
+762
96
$682K 0.1%
6,871
-21
97
$651K 0.1%
2,027
-4
98
$642K 0.1%
10,350
+147
99
$637K 0.09%
+30,242
100
$635K 0.09%
+861
2 3
4
5 6