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
$501M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$23.9M
3
+$21.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.78M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$5.21M

Top Sells

1
+$27.9M
2
+$7.07M
3
+$4.18M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.34M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$1.7M

Sector Composition

1 Technology 6.13%
2 Financials 3.56%
3 Healthcare 3.17%
4 Consumer Discretionary 3.03%
5 Consumer Staples 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$231K 0.05%
2,138
+59
152
$224K 0.04%
+3,802
153
$222K 0.04%
+2,495
154
$219K 0.04%
2,079
155
$218K 0.04%
2,854
-423
156
$218K 0.04%
358
157
$212K 0.04%
6,620
-9,460
158
$210K 0.04%
573
-1,454
159
$210K 0.04%
540
-143
160
$204K 0.04%
+12,260
161
$204K 0.04%
178
162
$188K 0.04%
1,599
163
$183K 0.04%
+5,099
164
$179K 0.04%
2,672
165
$168K 0.03%
4,184
166
$162K 0.03%
3,600
167
$154K 0.03%
10,216
-3,389
168
$137K 0.03%
4,180
169
$135K 0.03%
12,147
-7,607
170
$130K 0.03%
+4,876
171
$125K 0.03%
1,950
172
$123K 0.02%
1,179
173
$117K 0.02%
3,719
+3
174
$102K 0.02%
10,128
-7,166
175
$97K 0.02%
1,640
5 6
7
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