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
$1.21B
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$6.07M
3
+$5.89M
4
BABA icon
Alibaba
BABA
+$3.22M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.78M

Top Sells

1
+$17.1M
2
+$682K
3
+$486K
4
ELV icon
Elevance Health
ELV
+$421K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$386K

Sector Composition

1 Technology 8.75%
2 Financials 5.68%
3 Consumer Discretionary 3.09%
4 Healthcare 2.49%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$864K 0.07%
8,500
102
$859K 0.07%
7,107
+39
103
$841K 0.07%
4,259
+383
104
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105
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106
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107
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80,728
+1,024
108
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109
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110
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3,556
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111
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112
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113
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13,414
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114
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115
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3,494
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116
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117
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118
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119
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120
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3,394
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121
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122
$649K 0.05%
13,113
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123
$645K 0.05%
7,299
124
$642K 0.05%
5,755
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125
$642K 0.05%
1,928
-215
3 4
5
6 7