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
$1.16B
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$12.4M
3
+$8.39M
4
VT icon
Vanguard Total World Stock ETF
VT
+$5.48M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.43M

Top Sells

1
+$52.1M
2
+$11.5M
3
+$9.61M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.72M
5
BAC icon
Bank of America
BAC
+$4.01M

Sector Composition

1 Technology 8.45%
2 Financials 4.81%
3 Healthcare 2.78%
4 Consumer Discretionary 2.31%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$604K 0.05%
3,042
+106
127
$602K 0.05%
4,823
+496
128
$583K 0.05%
3,093
+134
129
$557K 0.05%
4,236
-60
130
$545K 0.05%
1,078
+25
131
$525K 0.05%
1,935
+250
132
$518K 0.04%
1,114
-8
133
$491K 0.04%
+2,686
134
$491K 0.04%
1,418
+329
135
$484K 0.04%
11,593
-1,248
136
$471K 0.04%
1,305
+10
137
$470K 0.04%
1,890
+86
138
$468K 0.04%
9,161
+1,186
139
$466K 0.04%
+2,399
140
$460K 0.04%
2,559
+464
141
$457K 0.04%
15,797
+4,217
142
$450K 0.04%
+1,601
143
$449K 0.04%
7,127
144
$449K 0.04%
2,172
+81
145
$446K 0.04%
429
+136
146
$437K 0.04%
+64,314
147
$435K 0.04%
860
+387
148
$429K 0.04%
4,403
+3
149
$421K 0.04%
809
+10
150
$419K 0.04%
3,412
+323
4 5
6
7 8