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
$571M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$5.27M
3
+$4.82M
4
VTV icon
Vanguard Value ETF
VTV
+$3.79M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.66M

Top Sells

1
+$16.8M
2
+$2.55M
3
+$1.23M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.11M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$882K

Sector Composition

1 Technology 5.32%
2 Financials 4.29%
3 Healthcare 3.7%
4 Industrials 2.96%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$301K 0.05%
1,471
-52
127
$300K 0.05%
4,444
128
$296K 0.05%
6,273
+1,035
129
$293K 0.05%
+992
130
$292K 0.05%
1,010
+231
131
$291K 0.05%
410
+41
132
$289K 0.05%
8,122
+500
133
$286K 0.05%
23,029
134
$286K 0.05%
2,157
-291
135
$284K 0.05%
2,726
+35
136
$283K 0.05%
2,853
+328
137
$282K 0.05%
+3,109
138
$278K 0.05%
825
+81
139
$272K 0.05%
1,559
-6,350
140
$271K 0.05%
+557
141
$265K 0.05%
3,332
+97
142
$259K 0.05%
+179
143
$257K 0.04%
2,934
+1,645
144
$254K 0.04%
3,922
+476
145
$252K 0.04%
+1,176
146
$250K 0.04%
+1,313
147
$248K 0.04%
4,167
148
$247K 0.04%
636
-25
149
$245K 0.04%
3,291
-24
150
$239K 0.04%
+4,780
4 5
6
7 8