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
$1,000M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.8M
3
+$20.6M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$16.4M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$13.4M

Top Sells

1
+$9.13M
2
+$2.57M
3
+$2.49M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.67M
5
URTH icon
iShares MSCI World ETF
URTH
+$1.57M

Sector Composition

1 Technology 7.16%
2 Financials 4.65%
3 Healthcare 2.57%
4 Consumer Discretionary 2.41%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$675K 0.07%
13,532
+1,428
102
$670K 0.07%
6,607
+1,587
103
$653K 0.07%
25,613
+2,087
104
$631K 0.06%
10,482
+2,982
105
$627K 0.06%
2,943
+232
106
$614K 0.06%
7,299
107
$602K 0.06%
3,688
+41
108
$598K 0.06%
5,693
-16
109
$593K 0.06%
2,706
+148
110
$592K 0.06%
6,090
+950
111
$561K 0.06%
2,783
+576
112
$559K 0.06%
2,825
+546
113
$546K 0.05%
1,012
+83
114
$539K 0.05%
5,959
115
$538K 0.05%
7,354
-9,910
116
$536K 0.05%
2,809
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117
$532K 0.05%
3,800
+1,298
118
$525K 0.05%
17,995
119
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2,009
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120
$490K 0.05%
588
+2
121
$477K 0.05%
8,803
-1,518
122
$474K 0.05%
17,582
+10,452
123
$467K 0.05%
1,285
+253
124
$464K 0.05%
6,031
+2,065
125
$462K 0.05%
3,393
+42
3 4
5
6 7