AWM

Angeles Wealth Management Portfolio holdings

AUM $1.81B
1-Year Est. Return 19.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$15.7M
3
+$14.4M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$13.5M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.54M

Top Sells

1
+$15.3M
2
+$6.73M
3
+$2.4M
4
PII icon
Polaris
PII
+$830K
5
UNH icon
UnitedHealth
UNH
+$550K

Sector Composition

1 Technology 8.83%
2 Financials 5.96%
3 Consumer Discretionary 2.94%
4 Healthcare 2.17%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.38M 0.09%
19,835
+143
77
$1.37M 0.09%
9,597
-676
78
$1.36M 0.09%
14,292
79
$1.35M 0.09%
9,260
+113
80
$1.3M 0.09%
4,813
-3
81
$1.29M 0.09%
5,892
+407
82
$1.27M 0.09%
2,713
+68
83
$1.27M 0.09%
10,257
+424
84
$1.25M 0.09%
5,541
+1,329
85
$1.25M 0.09%
29,648
-4,650
86
$1.24M 0.08%
13,219
+354
87
$1.24M 0.08%
47,688
-858
88
$1.22M 0.08%
62,989
89
$1.22M 0.08%
24,583
+22,212
90
$1.21M 0.08%
+30,072
91
$1.21M 0.08%
5,292
+1,379
92
$1.21M 0.08%
4,907
+35
93
$1.2M 0.08%
110,295
+801
94
$1.16M 0.08%
+5,984
95
$1.16M 0.08%
4,349
+270
96
$1.13M 0.08%
3,857
+277
97
$1.12M 0.08%
3,791
+253
98
$1.08M 0.07%
6,802
+8
99
$1.07M 0.07%
1,940
+356
100
$1.07M 0.07%
15,119
-138
2 3
4
5 6