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
$672M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$11.9M
3
+$10.2M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.61M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$5.51M

Top Sells

1
+$7.53M
2
+$5.67M
3
+$1.26M
4
UNH icon
UnitedHealth
UNH
+$1.22M
5
LLY icon
Eli Lilly
LLY
+$1.01M

Sector Composition

1 Technology 5.98%
2 Financials 4.61%
3 Healthcare 2.8%
4 Industrials 2.48%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$628K 0.09%
1,122
+95
102
$628K 0.09%
9,058
103
$624K 0.09%
6,376
+309
104
$616K 0.09%
7,434
+4,500
105
$605K 0.09%
4,888
106
$591K 0.09%
3,977
+74
107
$564K 0.08%
2,279
-58
108
$561K 0.08%
2,512
-3,006
109
$553K 0.08%
4,793
110
$526K 0.08%
3,338
-4,166
111
$524K 0.08%
2,624
+467
112
$500K 0.07%
999
-7
113
$498K 0.07%
20,415
-2,910
114
$460K 0.07%
4,542
+533
115
$439K 0.07%
12,036
+1,241
116
$429K 0.06%
8,027
117
$427K 0.06%
2,618
+22
118
$426K 0.06%
14,892
+1,453
119
$419K 0.06%
8,012
+1,257
120
$419K 0.06%
12,810
-1,732
121
$418K 0.06%
2,117
+9
122
$413K 0.06%
4,210
+288
123
$400K 0.06%
4,112
+81
124
$346K 0.05%
898
+73
125
$342K 0.05%
2,679
+520
3 4
5
6 7