AWM

Angeles Wealth Management Portfolio holdings

AUM $1.81B
1-Year Est. Return 19.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$15.7M
3
+$14.4M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$13.5M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.54M

Top Sells

1
+$15.3M
2
+$6.73M
3
+$2.4M
4
PII icon
Polaris
PII
+$830K
5
UNH icon
UnitedHealth
UNH
+$550K

Sector Composition

1 Technology 8.83%
2 Financials 5.96%
3 Consumer Discretionary 2.94%
4 Healthcare 2.17%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.06M 0.07%
13,983
102
$1.06M 0.07%
7,959
+2,247
103
$1.06M 0.07%
8,565
+1,424
104
$1.06M 0.07%
3,536
+210
105
$1.04M 0.07%
23,591
+15,001
106
$1.01M 0.07%
16,902
+14,762
107
$999K 0.07%
2,377
+55
108
$974K 0.07%
8,850
109
$964K 0.07%
31,083
-4,778
110
$961K 0.07%
23,650
-22,029
111
$945K 0.06%
3,672
+320
112
$927K 0.06%
2,907
+634
113
$925K 0.06%
6,788
+1,375
114
$914K 0.06%
4,626
+509
115
$910K 0.06%
12,803
-62
116
$902K 0.06%
860
+27
117
$876K 0.06%
4,059
-122
118
$862K 0.06%
3,622
+331
119
$845K 0.06%
2,183
+440
120
$844K 0.06%
2,074
+591
121
$830K 0.06%
3,482
+154
122
$829K 0.06%
+19,400
123
$824K 0.06%
8,828
+2,271
124
$822K 0.06%
3,707
+286
125
$816K 0.06%
2,597
+1,085
3 4
5
6 7