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
$505M
AUM Growth
+$4.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12.2M
3
+$10.8M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.85M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.32M

Top Sells

1
+$9.24M
2
+$7.08M
3
+$921K
4
VUG icon
Vanguard Growth ETF
VUG
+$889K
5
RTX icon
RTX Corp
RTX
+$777K

Sector Composition

1 Technology 6.07%
2 Financials 4.11%
3 Healthcare 3.35%
4 Consumer Discretionary 2.78%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$436K 0.09%
7,970
-3,315
102
$430K 0.09%
19,440
+192
103
$429K 0.08%
4,436
+1,251
104
$424K 0.08%
1,006
-20
105
$416K 0.08%
2,598
-1
106
$413K 0.08%
1,914
-209
107
$402K 0.08%
4,400
108
$394K 0.08%
4,790
-53
109
$387K 0.08%
10,405
-6,960
110
$378K 0.07%
8,377
-6,322
111
$356K 0.07%
8,027
112
$353K 0.07%
4,258
+356
113
$352K 0.07%
2,448
-77
114
$351K 0.07%
1,301
-1,969
115
$348K 0.07%
6,937
116
$348K 0.07%
2,250
+8
117
$335K 0.07%
2,652
+194
118
$330K 0.07%
27,180
-1,730
119
$315K 0.06%
1,703
-20
120
$312K 0.06%
966
+196
121
$306K 0.06%
940
-14
122
$301K 0.06%
13,999
123
$298K 0.06%
2,137
+127
124
$289K 0.06%
6,204
125
$284K 0.06%
1,978
3 4
5
6 7