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
$708M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$7.02M
3
+$5.13M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.69M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.2M

Top Sells

1
+$19.2M
2
+$7.5M
3
+$2.32M
4
HSY icon
Hershey
HSY
+$2.15M
5
TDG icon
TransDigm Group
TDG
+$1.68M

Sector Composition

1 Technology 7.01%
2 Financials 3.89%
3 Healthcare 2.64%
4 Consumer Discretionary 2.31%
5 Consumer Staples 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$308K 0.04%
4,920
+210
127
$308K 0.04%
11,247
128
$303K 0.04%
2,588
+286
129
$299K 0.04%
6,747
+1,593
130
$298K 0.04%
1,516
+27
131
$295K 0.04%
7,622
132
$294K 0.04%
3,379
-225
133
$292K 0.04%
2,078
+65
134
$291K 0.04%
2,749
+10
135
$290K 0.04%
834
-30
136
$286K 0.04%
8,048
-5,636
137
$276K 0.04%
1,402
+3
138
$276K 0.04%
1,584
-1,679
139
$270K 0.04%
3,010
140
$269K 0.04%
1,403
+74
141
$266K 0.04%
6,329
+1,784
142
$266K 0.04%
+3,402
143
$262K 0.04%
10,649
144
$258K 0.04%
4,167
145
$257K 0.04%
312
+26
146
$256K 0.04%
1,064
+53
147
$239K 0.03%
2,616
148
$238K 0.03%
3,197
+35
149
$237K 0.03%
+4,468
150
$232K 0.03%
5,710
-11,665
4 5
6
7 8