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
$571M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$5.27M
3
+$4.82M
4
VTV icon
Vanguard Value ETF
VTV
+$3.79M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.66M

Top Sells

1
+$16.8M
2
+$2.55M
3
+$1.23M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.11M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$882K

Sector Composition

1 Technology 5.32%
2 Financials 4.29%
3 Healthcare 3.7%
4 Industrials 2.96%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$541K 0.09%
2,031
-182
102
$523K 0.09%
4,793
+3
103
$481K 0.08%
2,105
-603
104
$478K 0.08%
1,027
+21
105
$457K 0.08%
31,270
+4,090
106
$447K 0.08%
3,626
-745
107
$445K 0.08%
13,439
+4,113
108
$440K 0.08%
4,009
-427
109
$410K 0.07%
1,006
+66
110
$408K 0.07%
10,795
+1,856
111
$408K 0.07%
4,031
-227
112
$407K 0.07%
2,596
-2
113
$402K 0.07%
8,027
114
$384K 0.07%
14,542
-2,399
115
$376K 0.07%
1,755
+52
116
$362K 0.06%
3,009
-969
117
$346K 0.06%
2,108
-29
118
$342K 0.06%
1,033
+300
119
$330K 0.06%
12,499
-1,500
120
$329K 0.06%
6,561
+2,561
121
$322K 0.06%
6,755
+1,214
122
$317K 0.06%
6,204
123
$316K 0.06%
10,193
+933
124
$314K 0.06%
1,978
125
$310K 0.05%
2,807
+2
3 4
5
6 7