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
$734M
AUM Growth
+$61.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$9.5M
3
+$4.19M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.34M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.33M

Top Sells

1
+$16M
2
+$5.82M
3
+$5.69M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.56M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.16M

Sector Composition

1 Technology 7.26%
2 Financials 4.67%
3 Healthcare 3.07%
4 Consumer Discretionary 2.38%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$361K 0.05%
10,600
+752
127
$354K 0.05%
6,750
+495
128
$345K 0.05%
6,300
129
$342K 0.05%
23,029
130
$335K 0.05%
1,489
+19
131
$328K 0.04%
4,494
+50
132
$328K 0.04%
+3,780
133
$327K 0.04%
1,978
134
$326K 0.04%
2,739
+51
135
$317K 0.04%
2,660
-19
136
$316K 0.04%
3,195
+267
137
$306K 0.04%
7,622
138
$305K 0.04%
+2,119
139
$304K 0.04%
864
+46
140
$303K 0.04%
4,710
+50
141
$296K 0.04%
11,247
+1,150
142
$296K 0.04%
3,107
+199
143
$294K 0.04%
2,302
+6
144
$292K 0.04%
2,889
+90
145
$288K 0.04%
3,398
+41
146
$284K 0.04%
10,649
-25
147
$282K 0.04%
1,505
-4
148
$281K 0.04%
1,329
+1
149
$272K 0.04%
1,312
+1
150
$269K 0.04%
+2,013
4 5
6
7 8