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
$821M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$6.32M
3
+$4.01M
4
BAC icon
Bank of America
BAC
+$3.42M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.4M

Top Sells

1
+$1.6M
2
+$601K
3
+$600K
4
AAPL icon
Apple
AAPL
+$556K
5
ON icon
ON Semiconductor
ON
+$396K

Sector Composition

1 Technology 7.24%
2 Financials 4.45%
3 Consumer Discretionary 2.57%
4 Healthcare 2.56%
5 Consumer Staples 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$565K 0.07%
4,518
102
$555K 0.07%
6,602
-175
103
$554K 0.07%
8,370
104
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3,683
-485
105
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4,810
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106
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3,349
+10
107
$530K 0.06%
10,321
+1,754
108
$518K 0.06%
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109
$516K 0.06%
929
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110
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4,743
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111
$503K 0.06%
5,959
+3,987
112
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113
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2,711
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114
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586
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115
$474K 0.06%
17,995
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116
$471K 0.06%
5,020
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117
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9,105
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118
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2,279
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119
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8,027
120
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2,735
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121
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1,788
-104
122
$429K 0.05%
14,907
-239
123
$408K 0.05%
+8,000
124
$407K 0.05%
4,322
-90
125
$403K 0.05%
5,140
+220
3 4
5
6 7