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
$821M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$6.32M
3
+$4.01M
4
BAC icon
Bank of America
BAC
+$3.42M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.4M

Top Sells

1
+$1.6M
2
+$601K
3
+$600K
4
AAPL icon
Apple
AAPL
+$556K
5
ON icon
ON Semiconductor
ON
+$396K

Sector Composition

1 Technology 7.24%
2 Financials 4.45%
3 Consumer Discretionary 2.57%
4 Healthcare 2.56%
5 Consumer Staples 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$835K 0.1%
9,957
+1,330
77
$824K 0.1%
+32,267
78
$823K 0.1%
1,379
+154
79
$820K 0.1%
4,793
80
$818K 0.1%
3,535
-780
81
$802K 0.1%
2,705
+153
82
$800K 0.1%
5,361
+72
83
$795K 0.1%
4,818
-63
84
$761K 0.09%
1,562
+574
85
$749K 0.09%
1,823
+81
86
$736K 0.09%
2,350
-9
87
$704K 0.09%
3,507
+110
88
$699K 0.09%
7,745
-1,739
89
$690K 0.08%
977
+115
90
$687K 0.08%
6,246
+387
91
$663K 0.08%
60,433
92
$641K 0.08%
10,884
+1,271
93
$632K 0.08%
39,649
94
$624K 0.08%
+5,709
95
$621K 0.08%
4,294
+1,321
96
$611K 0.07%
12,104
+3,315
97
$610K 0.07%
10,604
-1,648
98
$589K 0.07%
3,996
+312
99
$587K 0.07%
+23,526
100
$567K 0.07%
7,299
2 3
4
5 6