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
$1.21B
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$6.07M
3
+$5.89M
4
BABA icon
Alibaba
BABA
+$3.22M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.78M

Top Sells

1
+$17.1M
2
+$682K
3
+$486K
4
ELV icon
Elevance Health
ELV
+$421K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$386K

Sector Composition

1 Technology 8.75%
2 Financials 5.68%
3 Consumer Discretionary 3.09%
4 Healthcare 2.49%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$620K 0.05%
2,246
+828
127
$605K 0.05%
2,040
+105
128
$603K 0.05%
33,481
-26,952
129
$586K 0.05%
10,637
+5
130
$585K 0.05%
2,096
+206
131
$582K 0.05%
4,613
+1,829
132
$578K 0.05%
2,557
+385
133
$558K 0.05%
4,441
+763
134
$556K 0.05%
64,314
135
$550K 0.05%
+8,370
136
$547K 0.05%
3,280
+187
137
$545K 0.04%
14,517
+2,924
138
$534K 0.04%
+19,507
139
$532K 0.04%
5,953
-405
140
$518K 0.04%
5,481
+188
141
$518K 0.04%
2,934
-108
142
$511K 0.04%
2,888
+387
143
$502K 0.04%
19,405
-3,143
144
$496K 0.04%
18,679
+2,882
145
$488K 0.04%
1,180
+102
146
$482K 0.04%
4,235
-1
147
$479K 0.04%
12,852
-738
148
$476K 0.04%
9,109
-52
149
$469K 0.04%
+6,500
150
$462K 0.04%
438
+9
4 5
6
7 8