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
$734M
AUM Growth
+$61.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$9.5M
3
+$4.19M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.34M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.33M

Top Sells

1
+$16M
2
+$5.82M
3
+$5.69M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.56M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.16M

Sector Composition

1 Technology 7.26%
2 Financials 4.67%
3 Healthcare 3.07%
4 Consumer Discretionary 2.38%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$860K 0.12%
1,789
-266
77
$855K 0.12%
13,983
78
$839K 0.11%
5,330
+342
79
$832K 0.11%
14,296
-793
80
$823K 0.11%
16,814
81
$818K 0.11%
6,073
-226
82
$818K 0.11%
5,338
+44
83
$817K 0.11%
2,649
+86
84
$768K 0.1%
17,375
-7,190
85
$766K 0.1%
35,379
+5,137
86
$749K 0.1%
2,027
87
$736K 0.1%
2,468
+1
88
$721K 0.1%
6,963
+92
89
$718K 0.1%
8,044
-403
90
$701K 0.1%
60,433
-27,618
91
$694K 0.09%
7,090
92
$687K 0.09%
3,453
-29,279
93
$668K 0.09%
8,234
+800
94
$648K 0.09%
6,610
+234
95
$625K 0.09%
10,386
+36
96
$621K 0.08%
5,699
+1,157
97
$599K 0.08%
16,329
-1,176
98
$594K 0.08%
2,250
-29
99
$594K 0.08%
3,913
-64
100
$592K 0.08%
4,793
2 3
4
5 6