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
$1.21B
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$6.07M
3
+$5.89M
4
BABA icon
Alibaba
BABA
+$3.22M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.78M

Top Sells

1
+$17.1M
2
+$682K
3
+$486K
4
ELV icon
Elevance Health
ELV
+$421K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$386K

Sector Composition

1 Technology 8.75%
2 Financials 5.68%
3 Consumer Discretionary 3.09%
4 Healthcare 2.49%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.17M 0.1%
6,956
+760
77
$1.16M 0.1%
62,989
78
$1.16M 0.1%
233
+6
79
$1.14M 0.09%
19,324
+5,755
80
$1.12M 0.09%
11,588
-202
81
$1.12M 0.09%
10,026
+1,422
82
$1.11M 0.09%
13,005
+1,600
83
$1.1M 0.09%
3,135
+230
84
$1.07M 0.09%
9,452
-409
85
$1.06M 0.09%
2,303
+10
86
$1.03M 0.08%
3,544
+164
87
$1.03M 0.08%
2,449
+4
88
$1M 0.08%
4,179
+154
89
$990K 0.08%
13,083
-306
90
$987K 0.08%
4,907
+63
91
$985K 0.08%
8,516
+325
92
$971K 0.08%
4,229
+204
93
$951K 0.08%
15,275
+1,556
94
$947K 0.08%
51,252
-2,565
95
$924K 0.08%
4,181
96
$901K 0.07%
13,983
97
$899K 0.07%
8,850
98
$892K 0.07%
8,994
+1,040
99
$872K 0.07%
5,230
+244
100
$871K 0.07%
3,528
+235
2 3
4
5 6