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
$708M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$7.02M
3
+$5.13M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.69M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.2M

Top Sells

1
+$19.2M
2
+$7.5M
3
+$2.32M
4
HSY icon
Hershey
HSY
+$2.15M
5
TDG icon
TransDigm Group
TDG
+$1.68M

Sector Composition

1 Technology 7.01%
2 Financials 3.89%
3 Healthcare 2.64%
4 Consumer Discretionary 2.31%
5 Consumer Staples 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$413K 0.06%
2,707
+87
102
$409K 0.06%
8,370
103
$408K 0.06%
4,412
+266
104
$405K 0.06%
626
+245
105
$396K 0.06%
4,256
-6,453
106
$386K 0.05%
2,206
+89
107
$379K 0.05%
3,684
-45
108
$379K 0.05%
1,324
-17
109
$374K 0.05%
3,110
+3
110
$373K 0.05%
988
+116
111
$367K 0.05%
6,891
+141
112
$363K 0.05%
3,976
+781
113
$362K 0.05%
13,236
+3,919
114
$357K 0.05%
1,931
+619
115
$355K 0.05%
1,878
-1,575
116
$337K 0.05%
2,226
-1,231
117
$336K 0.05%
10,914
+314
118
$331K 0.05%
3,254
+365
119
$331K 0.05%
6,300
120
$330K 0.05%
2,973
+313
121
$329K 0.05%
1,203
+369
122
$327K 0.05%
3,940
+160
123
$323K 0.05%
2,026
+48
124
$321K 0.05%
2,391
-8,204
125
$316K 0.04%
4,585
+1,440
3 4
5
6 7