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
$708M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$7.02M
3
+$5.13M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.69M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.2M

Top Sells

1
+$19.2M
2
+$7.5M
3
+$2.32M
4
HSY icon
Hershey
HSY
+$2.15M
5
TDG icon
TransDigm Group
TDG
+$1.68M

Sector Composition

1 Technology 7.01%
2 Financials 3.89%
3 Healthcare 2.64%
4 Consumer Discretionary 2.31%
5 Consumer Staples 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$672K 0.1%
2,552
+84
77
$662K 0.09%
3,234
-5,118
78
$661K 0.09%
4,793
79
$656K 0.09%
60,433
80
$649K 0.09%
1,742
-2,073
81
$642K 0.09%
2,359
-4,489
82
$639K 0.09%
39,649
+16,620
83
$625K 0.09%
1,225
+304
84
$610K 0.09%
12,252
-2,044
85
$608K 0.09%
4,168
+255
86
$600K 0.08%
3,397
+1,892
87
$567K 0.08%
5,859
+160
88
$538K 0.08%
9,613
-773
89
$520K 0.07%
4,518
-120
90
$505K 0.07%
7,299
+2,805
91
$502K 0.07%
15,146
-1,183
92
$497K 0.07%
8,567
-229
93
$489K 0.07%
1,892
-358
94
$488K 0.07%
6,777
+167
95
$482K 0.07%
862
+181
96
$472K 0.07%
8,789
+385
97
$465K 0.07%
3,339
-8,818
98
$437K 0.06%
1,000
+1
99
$425K 0.06%
4,785
+1,387
100
$416K 0.06%
8,027
2 3
4
5 6