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
$1.16B
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$12.4M
3
+$8.39M
4
VT icon
Vanguard Total World Stock ETF
VT
+$5.48M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.43M

Top Sells

1
+$52.1M
2
+$11.5M
3
+$9.61M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.72M
5
BAC icon
Bank of America
BAC
+$4.01M

Sector Composition

1 Technology 8.45%
2 Financials 4.81%
3 Healthcare 2.78%
4 Consumer Discretionary 2.31%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.09%
2,293
-89
77
$1.03M 0.09%
3,380
+375
78
$1.03M 0.09%
2,905
+273
79
$1.02M 0.09%
2,097
+500
80
$1.02M 0.09%
4,025
+38
81
$1.02M 0.09%
3,729
+336
82
$1.01M 0.09%
25,489
-101,167
83
$1M 0.09%
11,405
+1,100
84
$992K 0.09%
8,191
-372
85
$990K 0.09%
13,983
86
$986K 0.09%
12,215
+42
87
$986K 0.08%
13,719
+560
88
$973K 0.08%
4,844
-15
89
$956K 0.08%
227
+39
90
$937K 0.08%
27,500
+4,067
91
$924K 0.08%
4,181
92
$918K 0.08%
60,433
93
$892K 0.08%
3,293
-82
94
$850K 0.07%
4,986
-75
95
$847K 0.07%
+8,850
96
$842K 0.07%
79,704
+475
97
$840K 0.07%
14,865
-144
98
$837K 0.07%
7,954
+134
99
$831K 0.07%
7,068
+466
100
$828K 0.07%
8,604
-515
2 3
4
5 6