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AWM

Angeles Wealth Management Portfolio holdings

AUM $1.84B
1-Year Est. Return 19.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$5.55M
3
+$4.48M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.36M
5
VT icon
Vanguard Total World Stock ETF
VT
+$3.9M

Top Sells

1
+$648K
2
+$440K
3
+$427K
4
JMSI icon
JPMorgan Sustainable Municipal Income ETF
JMSI
+$425K
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$422K

Sector Composition

1 Technology 9.61%
2 Financials 5.9%
3 Consumer Discretionary 3.1%
4 Communication Services 2.16%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.16M 0.07%
25,976
-3,672
102
$1.16M 0.07%
4,880
-483
103
$1.15M 0.07%
5,221
-71
104
$1.14M 0.07%
46,774
-914
105
$1.12M 0.07%
4,862
-45
106
$1.11M 0.07%
7,909
-50
107
$1.1M 0.07%
24,727
-5,345
108
$1.08M 0.07%
3,811
+20
109
$1.07M 0.07%
8,850
110
$1.06M 0.06%
2,313
-64
111
$1.05M 0.06%
4,237
-112
112
$1.02M 0.06%
871
+11
113
$982K 0.06%
2,955
+48
114
$972K 0.06%
31,083
115
$949K 0.06%
3,921
-138
116
$946K 0.06%
13,000
117
$929K 0.06%
5,843
+61
118
$926K 0.06%
13,960
-1,159
119
$922K 0.06%
2,670
+1,587
120
$917K 0.06%
7,414
-77
121
$908K 0.06%
13,021
+218
122
$895K 0.05%
3,562
-145
123
$885K 0.05%
2,096
+10
124
$871K 0.05%
3,547
-75
125
$863K 0.05%
17,047
+9,250
3 4
5
6 7