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AWM

Angeles Wealth Management Portfolio holdings

AUM $1.84B
1-Year Est. Return 19.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$5.55M
3
+$4.48M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.36M
5
VT icon
Vanguard Total World Stock ETF
VT
+$3.9M

Top Sells

1
+$648K
2
+$440K
3
+$427K
4
JMSI icon
JPMorgan Sustainable Municipal Income ETF
JMSI
+$425K
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$422K

Sector Composition

1 Technology 9.61%
2 Financials 5.9%
3 Consumer Discretionary 3.1%
4 Communication Services 2.16%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.68M 0.1%
10,818
+1,221
77
$1.67M 0.1%
18,648
78
$1.66M 0.1%
16,090
+327
79
$1.63M 0.1%
16,217
+11,443
80
$1.62M 0.1%
4,813
81
$1.57M 0.1%
8,550
-175
82
$1.56M 0.1%
9,320
+60
83
$1.51M 0.09%
6,390
-119
84
$1.51M 0.09%
82,539
+19,550
85
$1.49M 0.09%
14,292
86
$1.46M 0.09%
22,382
-676
87
$1.44M 0.09%
10,781
-19
88
$1.34M 0.08%
19,586
-249
89
$1.34M 0.08%
6,564
+580
90
$1.33M 0.08%
111,597
+1,302
91
$1.31M 0.08%
22,450
-1,200
92
$1.29M 0.08%
7,094
+306
93
$1.29M 0.08%
5,975
+25
94
$1.26M 0.08%
8,731
+166
95
$1.26M 0.08%
2,648
-65
96
$1.22M 0.08%
7,538
-62
97
$1.2M 0.07%
14,996
+1,013
98
$1.2M 0.07%
10,485
+228
99
$1.17M 0.07%
1,942
+2
100
$1.16M 0.07%
3,831
-26
2 3
4
5 6