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
$528M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$53.2M
3
+$48.3M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$36.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$27.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.78%
2 Financials 4.8%
3 Consumer Discretionary 4.29%
4 Healthcare 3.25%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$583K 0.11%
+15,750
102
$573K 0.11%
+5,480
103
$552K 0.1%
+2,531
104
$540K 0.1%
+4,853
105
$521K 0.1%
+7,139
106
$514K 0.1%
+940
107
$488K 0.09%
+8,785
108
$469K 0.09%
+6,000
109
$462K 0.09%
+8,027
110
$461K 0.09%
+3,015
111
$460K 0.09%
+2,507
112
$459K 0.09%
+6,937
113
$446K 0.08%
+2,741
114
$430K 0.08%
+2,027
115
$409K 0.08%
+2,581
116
$391K 0.07%
+13,999
117
$385K 0.07%
+691
118
$372K 0.07%
+4,093
119
$364K 0.07%
+3,871
120
$358K 0.07%
+3,277
121
$348K 0.07%
+6,204
122
$348K 0.07%
+1,978
123
$347K 0.07%
+1,500
124
$347K 0.07%
+4,444
125
$346K 0.07%
+2,927
3 4
5
6 7