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
$528M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$53.2M
3
+$48.3M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$36.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$27.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.78%
2 Financials 4.8%
3 Consumer Discretionary 4.29%
4 Healthcare 3.25%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$238K 0.05%
+13,605
152
$231K 0.04%
+2,215
153
$228K 0.04%
+1,004
154
$221K 0.04%
+460
155
$214K 0.04%
+2,453
156
$212K 0.04%
+741
157
$208K 0.04%
+8,209
158
$205K 0.04%
+1,599
159
$205K 0.04%
+2,206
160
$205K 0.04%
+5,325
161
$204K 0.04%
+895
162
$204K 0.04%
+2,358
163
$203K 0.04%
+2,672
164
$203K 0.04%
+2,585
165
$201K 0.04%
+17,294
166
$195K 0.04%
+4,184
167
$188K 0.04%
+3,600
168
$161K 0.03%
+4,180
169
$157K 0.03%
+11,642
170
$152K 0.03%
+1,179
171
$142K 0.03%
+3,716
172
$126K 0.02%
+1,950
173
$118K 0.02%
+1,087
174
$114K 0.02%
+1,640
175
$108K 0.02%
+2,005
4 5 6
7
8