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AWM

Angeles Wealth Management Portfolio holdings

AUM $1.84B
1-Year Est. Return 19.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$5.55M
3
+$4.48M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.36M
5
VT icon
Vanguard Total World Stock ETF
VT
+$3.9M

Top Sells

1
+$648K
2
+$440K
3
+$427K
4
JMSI icon
JPMorgan Sustainable Municipal Income ETF
JMSI
+$425K
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$422K

Sector Composition

1 Technology 9.61%
2 Financials 5.9%
3 Consumer Discretionary 3.1%
4 Communication Services 2.16%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$857K 0.05%
3,579
+97
127
$854K 0.05%
9,149
+6,192
128
$853K 0.05%
7,176
+492
129
$849K 0.05%
4,282
-344
130
$838K 0.05%
8,776
-33
131
$834K 0.05%
5,155
+62
132
$834K 0.05%
18,668
133
$832K 0.05%
22,796
-795
134
$825K 0.05%
3,494
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135
$818K 0.05%
2,320
+137
136
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6,086
-246
137
$811K 0.05%
8,571
+190
138
$799K 0.05%
4,773
+101
139
$795K 0.05%
2,576
-21
140
$794K 0.05%
51,252
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141
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5,165
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142
$794K 0.05%
9,089
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143
$778K 0.05%
3,821
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144
$776K 0.05%
2,183
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145
$765K 0.05%
3,101
-435
146
$762K 0.05%
1,192
+10
147
$732K 0.04%
8,010
-795
148
$730K 0.04%
3,866
-183
149
$722K 0.04%
8,421
150
$713K 0.04%
896
+28
4 5
6
7 8