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
$672M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$11.9M
3
+$10.2M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.61M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$5.51M

Top Sells

1
+$7.53M
2
+$5.67M
3
+$1.26M
4
UNH icon
UnitedHealth
UNH
+$1.22M
5
LLY icon
Eli Lilly
LLY
+$1.01M

Sector Composition

1 Technology 5.98%
2 Financials 4.61%
3 Healthcare 2.8%
4 Industrials 2.48%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$332K 0.05%
6,300
+96
127
$314K 0.05%
1,978
128
$311K 0.05%
4,444
129
$307K 0.05%
6,255
-18
130
$305K 0.05%
2,928
+75
131
$305K 0.05%
3,274
-17
132
$303K 0.05%
1,186
+153
133
$303K 0.05%
652
+16
134
$302K 0.04%
23,029
135
$300K 0.04%
7,622
-500
136
$299K 0.04%
866
-126
137
$295K 0.04%
9,848
-345
138
$295K 0.04%
2,908
+182
139
$292K 0.04%
1,470
-1
140
$288K 0.04%
10,674
-1,825
141
$282K 0.04%
1,328
+15
142
$274K 0.04%
179
143
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1,509
-50
144
$263K 0.04%
3,357
+25
145
$262K 0.04%
+10,097
146
$258K 0.04%
4,167
147
$258K 0.04%
818
-192
148
$258K 0.04%
2,799
-310
149
$252K 0.04%
1,300
+9
150
$251K 0.04%
531
-26
4 5
6
7 8