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
$1.16B
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$12.4M
3
+$8.39M
4
VT icon
Vanguard Total World Stock ETF
VT
+$5.48M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.43M

Top Sells

1
+$52.1M
2
+$11.5M
3
+$9.61M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.72M
5
BAC icon
Bank of America
BAC
+$4.01M

Sector Composition

1 Technology 8.45%
2 Financials 4.81%
3 Healthcare 2.78%
4 Consumer Discretionary 2.31%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$780K 0.07%
+3,892
102
$779K 0.07%
3,384
+73
103
$760K 0.07%
8,500
+125
104
$754K 0.06%
6,358
-205
105
$743K 0.06%
5,798
-140
106
$734K 0.06%
5,749
+16
107
$726K 0.06%
+4,721
108
$722K 0.06%
13,569
-1,268
109
$722K 0.06%
10,632
+20
110
$721K 0.06%
1,234
+74
111
$701K 0.06%
5,776
+345
112
$697K 0.06%
23,950
+3,755
113
$682K 0.06%
+5,221
114
$673K 0.06%
3,876
-97
115
$669K 0.06%
3,243
+33
116
$666K 0.06%
3,011
+226
117
$665K 0.06%
4,051
-152
118
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+13,000
119
$643K 0.06%
7,299
120
$639K 0.06%
12,358
+3,163
121
$635K 0.05%
22,548
-10,202
122
$634K 0.05%
3,056
+9
123
$633K 0.05%
8,417
+2,111
124
$626K 0.05%
22,606
+1,489
125
$625K 0.05%
+2,143
3 4
5
6 7