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
$821M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$6.32M
3
+$4.01M
4
BAC icon
Bank of America
BAC
+$3.42M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.4M

Top Sells

1
+$1.6M
2
+$601K
3
+$600K
4
AAPL icon
Apple
AAPL
+$556K
5
ON icon
ON Semiconductor
ON
+$396K

Sector Composition

1 Technology 7.24%
2 Financials 4.45%
3 Consumer Discretionary 2.57%
4 Healthcare 2.56%
5 Consumer Staples 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$394K 0.05%
7,500
+609
127
$388K 0.05%
1,851
-80
128
$384K 0.05%
1,798
-80
129
$381K 0.05%
1,463
+60
130
$381K 0.05%
+16,516
131
$374K 0.05%
10,797
-117
132
$374K 0.05%
2,534
-54
133
$366K 0.04%
3,929
+919
134
$356K 0.04%
1,978
-48
135
$355K 0.04%
1,185
-18
136
$352K 0.04%
3,482
+228
137
$349K 0.04%
3,351
-28
138
$343K 0.04%
3,571
-405
139
$341K 0.04%
837
+3
140
$335K 0.04%
1,449
-67
141
$334K 0.04%
+11,680
142
$327K 0.04%
+3,146
143
$327K 0.04%
2,207
-19
144
$324K 0.04%
10,885
+236
145
$324K 0.04%
1,640
+56
146
$320K 0.04%
+707
147
$320K 0.04%
7,622
148
$319K 0.04%
3,026
+277
149
$318K 0.04%
1,408
+6
150
$316K 0.04%
+3,518
4 5
6
7 8