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
$505M
AUM Growth
+$4.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12.2M
3
+$10.8M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.85M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.32M

Top Sells

1
+$9.24M
2
+$7.08M
3
+$921K
4
VUG icon
Vanguard Growth ETF
VUG
+$889K
5
RTX icon
RTX Corp
RTX
+$777K

Sector Composition

1 Technology 6.07%
2 Financials 4.11%
3 Healthcare 3.35%
4 Consumer Discretionary 2.78%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$282K 0.06%
+9,326
127
$276K 0.05%
1,523
+23
128
$276K 0.05%
4,444
129
$274K 0.05%
7,622
+395
130
$274K 0.05%
3,605
-277
131
$272K 0.05%
8,939
-3,235
132
$269K 0.05%
4,035
+27
133
$255K 0.05%
1,305
134
$251K 0.05%
23,029
-3,164
135
$250K 0.05%
661
+40
136
$247K 0.05%
9,260
+220
137
$245K 0.05%
2,805
-468
138
$242K 0.05%
6,371
+791
139
$240K 0.05%
+2,127
140
$227K 0.04%
+3,315
141
$226K 0.04%
+779
142
$226K 0.04%
+5,238
143
$222K 0.04%
+5,541
144
$219K 0.04%
7,875
145
$218K 0.04%
3,446
+592
146
$218K 0.04%
1,352
+26
147
$217K 0.04%
+2,691
148
$217K 0.04%
4,167
+365
149
$216K 0.04%
+953
150
$215K 0.04%
+2,258
4 5
6
7 8