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
$501M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$23.9M
3
+$21.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.78M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$5.21M

Top Sells

1
+$27.9M
2
+$7.07M
3
+$4.18M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.34M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$1.7M

Sector Composition

1 Technology 6.13%
2 Financials 3.56%
3 Healthcare 3.17%
4 Consumer Discretionary 3.03%
5 Consumer Staples 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$518K 0.1%
10,325
-2,317
102
$509K 0.1%
4,517
-122
103
$484K 0.1%
15,750
104
$460K 0.09%
+19,248
105
$458K 0.09%
6,000
106
$454K 0.09%
+9,820
107
$453K 0.09%
4,843
-10
108
$451K 0.09%
35,410
109
$442K 0.09%
+4,400
110
$438K 0.09%
28,910
-520
111
$429K 0.09%
2,961
+220
112
$423K 0.08%
1,026
-394
113
$417K 0.08%
2,525
+498
114
$401K 0.08%
8,027
115
$398K 0.08%
2,599
+18
116
$385K 0.08%
3,902
+31
117
$383K 0.08%
7,656
-1,070
118
$372K 0.07%
+12,174
119
$363K 0.07%
6,937
120
$353K 0.07%
2,458
-557
121
$346K 0.07%
3,185
+258
122
$344K 0.07%
2,242
-265
123
$335K 0.07%
954
+14
124
$326K 0.07%
13,999
125
$325K 0.06%
1,500
3 4
5
6 7