AWM

Angeles Wealth Management Portfolio holdings

AUM $1.81B
1-Year Est. Return 19.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$15.7M
3
+$14.4M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$13.5M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.54M

Top Sells

1
+$15.3M
2
+$6.73M
3
+$2.4M
4
PII icon
Polaris
PII
+$830K
5
UNH icon
UnitedHealth
UNH
+$550K

Sector Composition

1 Technology 8.83%
2 Financials 5.96%
3 Consumer Discretionary 2.94%
4 Healthcare 2.17%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$814K 0.06%
5,782
+817
127
$811K 0.06%
13,000
128
$804K 0.06%
8,809
+3,541
129
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130
$792K 0.05%
18,668
-6,742
131
$790K 0.05%
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132
$781K 0.05%
3,818
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133
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134
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135
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136
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137
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1,567
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138
$723K 0.05%
10,481
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139
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5,093
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140
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141
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143
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145
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2,450
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146
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870
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147
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2,086
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148
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7,299
149
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2,176
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150
$660K 0.05%
1,247
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4 5
6
7 8