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
$528M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$53.2M
3
+$48.3M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$36.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$27.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.78%
2 Financials 4.8%
3 Consumer Discretionary 4.29%
4 Healthcare 3.25%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$346K 0.07%
+2,093
127
$346K 0.07%
+9,234
128
$334K 0.06%
+4,052
129
$334K 0.06%
+19,754
130
$333K 0.06%
+22,220
131
$324K 0.06%
+1,305
132
$315K 0.06%
+1,879
133
$303K 0.06%
+26,193
134
$299K 0.06%
+5,873
135
$293K 0.06%
+781
136
$286K 0.05%
+1,332
137
$283K 0.05%
+3,845
138
$281K 0.05%
+3,295
139
$278K 0.05%
+683
140
$274K 0.05%
+358
141
$270K 0.05%
+1,410
142
$263K 0.05%
+1,492
143
$261K 0.05%
+2,978
144
$260K 0.05%
+2,079
145
$259K 0.05%
+2,079
146
$254K 0.05%
+7,875
147
$253K 0.05%
+5,132
148
$249K 0.05%
+4,640
149
$244K 0.05%
+178
150
$241K 0.05%
+4,616
4 5
6
7 8