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
$1.07B
AUM Growth
+$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$10.7M
3
+$6.48M
4
AAPL icon
Apple
AAPL
+$2.68M
5
MSFT icon
Microsoft
MSFT
+$2M

Top Sells

1
+$9.74M
2
+$1.99M
3
+$1.74M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.64M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$749K

Sector Composition

1 Technology 8.31%
2 Financials 4.65%
3 Healthcare 2.59%
4 Consumer Discretionary 2.41%
5 Communication Services 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$944K 0.09%
4,859
+47
77
$939K 0.09%
10,305
+500
78
$920K 0.09%
2,382
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79
$918K 0.09%
13,983
80
$905K 0.09%
9,119
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81
$900K 0.08%
16,964
82
$894K 0.08%
7,820
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83
$891K 0.08%
15,009
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84
$872K 0.08%
3,393
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85
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32,750
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86
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8,563
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87
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4,181
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88
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60,433
89
$838K 0.08%
13,159
+2,010
90
$828K 0.08%
3,987
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91
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12,173
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93
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3,005
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94
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1,597
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95
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3,311
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96
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23,433
-4,321
97
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39,649
98
$745K 0.07%
188
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99
$744K 0.07%
3,375
+1,790
100
$727K 0.07%
6,602
-5
2 3
4
5 6