AWM

Angeles Wealth Management Portfolio holdings

AUM $1.63B
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$7.47M
3
+$6.77M
4
ARES icon
Ares Management
ARES
+$5.97M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$4.87M

Top Sells

1
+$21.9M
2
+$1.37M
3
+$710K
4
URTH icon
iShares MSCI World ETF
URTH
+$693K
5
MAR icon
Marriott International
MAR
+$585K

Sector Composition

1 Technology 7.99%
2 Financials 6.18%
3 Consumer Discretionary 3.1%
4 Healthcare 2.61%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$610K 0.05%
5,763
+8
127
$608K 0.05%
1,255
+208
128
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10,126
+1,017
129
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4,965
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130
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6,016
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131
$566K 0.05%
33,481
132
$558K 0.05%
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133
$535K 0.04%
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134
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4,294
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135
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136
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137
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138
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139
$501K 0.04%
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140
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141
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143
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144
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146
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148
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149
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-137
150
$457K 0.04%
5,413
+1,110
4 5
6
7 8