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
$1.07B
AUM Growth
+$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$10.7M
3
+$6.48M
4
AAPL icon
Apple
AAPL
+$2.68M
5
MSFT icon
Microsoft
MSFT
+$2M

Top Sells

1
+$9.74M
2
+$1.99M
3
+$1.74M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.64M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$749K

Sector Composition

1 Technology 8.31%
2 Financials 4.65%
3 Healthcare 2.59%
4 Consumer Discretionary 2.41%
5 Communication Services 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$715K 0.07%
5,061
+1,551
102
$705K 0.07%
14,837
+1,305
103
$704K 0.07%
5,938
+36
104
$700K 0.07%
16,434
-820
105
$691K 0.06%
3,973
+580
106
$682K 0.06%
4,203
-184
107
$655K 0.06%
6,150
+60
108
$650K 0.06%
3,047
+104
109
$637K 0.06%
10,612
+5
110
$606K 0.06%
4,296
+608
111
$601K 0.06%
5,733
+40
112
$600K 0.06%
4,562
+1,382
113
$592K 0.06%
7,299
114
$589K 0.06%
7,354
115
$589K 0.06%
748
+160
116
$587K 0.06%
8,375
117
$587K 0.06%
6,563
-1,275
118
$585K 0.05%
20,195
+2,200
119
$585K 0.05%
+30,319
120
$566K 0.05%
3,210
+1,122
121
$556K 0.05%
21,117
+3,535
122
$550K 0.05%
5,431
+590
123
$542K 0.05%
1,160
+352
124
$526K 0.05%
1,122
+55
125
$518K 0.05%
2,936
+230
3 4
5
6 7