AWM

Angeles Wealth Management Portfolio holdings

AUM $1.63B
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$7.47M
3
+$6.77M
4
ARES icon
Ares Management
ARES
+$5.97M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$4.87M

Top Sells

1
+$21.9M
2
+$1.37M
3
+$710K
4
URTH icon
iShares MSCI World ETF
URTH
+$693K
5
MAR icon
Marriott International
MAR
+$585K

Sector Composition

1 Technology 7.99%
2 Financials 6.18%
3 Consumer Discretionary 3.1%
4 Healthcare 2.61%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$844K 0.07%
4,117
-112
102
$834K 0.07%
4,181
103
$828K 0.07%
13,577
+163
104
$822K 0.07%
8,850
105
$817K 0.07%
12,865
-218
106
$798K 0.07%
3,421
-107
107
$788K 0.07%
833
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108
$767K 0.06%
8,504
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109
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5,485
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110
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13,000
-113
111
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2,318
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112
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113
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114
$713K 0.06%
3,227
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115
$699K 0.06%
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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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3,291
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121
$654K 0.05%
1,463
-213
122
$653K 0.05%
2,082
-156
123
$641K 0.05%
4,065
-606
124
$621K 0.05%
7,299
125
$612K 0.05%
2,273
+233
3 4
5
6 7