AWM

Angeles Wealth Management Portfolio holdings

AUM $1.63B
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$7.47M
3
+$6.77M
4
ARES icon
Ares Management
ARES
+$5.97M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$4.87M

Top Sells

1
+$21.9M
2
+$1.37M
3
+$710K
4
URTH icon
iShares MSCI World ETF
URTH
+$693K
5
MAR icon
Marriott International
MAR
+$585K

Sector Composition

1 Technology 7.99%
2 Financials 6.18%
3 Consumer Discretionary 3.1%
4 Healthcare 2.61%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.1%
12,705
-300
77
$1.18M 0.1%
4,872
-35
78
$1.16M 0.1%
6,794
-162
79
$1.15M 0.1%
4,079
-100
80
$1.15M 0.1%
14,292
81
$1.13M 0.09%
48,546
-7,933
82
$1.12M 0.09%
3,580
+36
83
$1.11M 0.09%
4,128
+290
84
$1.1M 0.09%
109,494
+28,766
85
$1.09M 0.09%
15,257
-18
86
$1.09M 0.09%
1,371
+30
87
$1.07M 0.09%
6,751
+225
88
$1.04M 0.09%
3,326
+191
89
$1.02M 0.08%
2,322
+19
90
$986K 0.08%
214
-19
91
$971K 0.08%
9,833
-193
92
$963K 0.08%
13,983
93
$962K 0.08%
4,816
94
$959K 0.08%
51,252
95
$955K 0.08%
9,089
+95
96
$954K 0.08%
13,744
-175
97
$906K 0.08%
3,913
+50
98
$888K 0.07%
3,328
+41
99
$880K 0.07%
3,538
-18
100
$870K 0.07%
7,141
+34
2 3
4
5 6