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
$734M
AUM Growth
+$61.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$9.5M
3
+$4.19M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.34M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.33M

Top Sells

1
+$16M
2
+$5.82M
3
+$5.69M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.56M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.16M

Sector Composition

1 Technology 7.26%
2 Financials 4.67%
3 Healthcare 3.07%
4 Consumer Discretionary 2.38%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$579K 0.08%
2,742
+118
102
$578K 0.08%
2,718
+206
103
$569K 0.08%
4,638
-250
104
$563K 0.08%
8,796
-262
105
$562K 0.08%
3,263
+1,776
106
$552K 0.08%
1,212
-661
107
$507K 0.07%
12,036
108
$506K 0.07%
+7,075
109
$502K 0.07%
999
110
$496K 0.07%
20,505
+90
111
$458K 0.06%
13,684
+874
112
$454K 0.06%
2,620
+2
113
$450K 0.06%
921
+23
114
$437K 0.06%
8,027
115
$435K 0.06%
8,404
+392
116
$425K 0.06%
3,729
-481
117
$412K 0.06%
2,117
118
$405K 0.06%
4,146
+34
119
$403K 0.05%
3,457
-2,700
120
$386K 0.05%
+19,025
121
$384K 0.05%
872
+6
122
$383K 0.05%
681
+29
123
$376K 0.05%
1,341
+155
124
$364K 0.05%
+8,370
125
$364K 0.05%
3,604
+330
3 4
5
6 7