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
$501M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$23.9M
3
+$21.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.78M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$5.21M

Top Sells

1
+$27.9M
2
+$7.07M
3
+$4.18M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.34M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$1.7M

Sector Composition

1 Technology 6.13%
2 Financials 3.56%
3 Healthcare 3.17%
4 Consumer Discretionary 3.03%
5 Consumer Staples 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$324K 0.06%
+10,000
127
$321K 0.06%
3,882
-4,004
128
$316K 0.06%
1,723
-808
129
$300K 0.06%
+801
130
$298K 0.06%
6,204
131
$296K 0.06%
1,978
132
$295K 0.06%
621
-70
133
$294K 0.06%
2,010
-83
134
$294K 0.06%
5,995
-2,790
135
$292K 0.06%
3,225
-2,255
136
$287K 0.06%
4,444
137
$283K 0.06%
5,580
-293
138
$280K 0.06%
4,008
-44
139
$280K 0.06%
1,647
-232
140
$270K 0.05%
+7,227
141
$270K 0.05%
26,193
142
$263K 0.05%
9,040
-194
143
$257K 0.05%
1,305
144
$256K 0.05%
3,273
-22
145
$250K 0.05%
770
+29
146
$242K 0.05%
1,326
-6
147
$240K 0.05%
3,845
148
$235K 0.05%
+2,071
149
$233K 0.05%
2,557
+1,470
150
$231K 0.05%
7,875
4 5
6
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