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
$505M
AUM Growth
+$4.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12.2M
3
+$10.8M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.85M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.32M

Top Sells

1
+$9.24M
2
+$7.08M
3
+$921K
4
VUG icon
Vanguard Growth ETF
VUG
+$889K
5
RTX icon
RTX Corp
RTX
+$777K

Sector Composition

1 Technology 6.07%
2 Financials 4.11%
3 Healthcare 3.35%
4 Consumer Discretionary 2.78%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$215K 0.04%
5,025
-4,795
152
$213K 0.04%
+2,525
153
$212K 0.04%
2,545
+50
154
$212K 0.04%
3,692
-3,964
155
$211K 0.04%
2,079
156
$211K 0.04%
+2,611
157
$209K 0.04%
2,612
+55
158
$205K 0.04%
744
+171
159
$203K 0.04%
369
+11
160
$203K 0.04%
+733
161
$203K 0.04%
+2,170
162
$201K 0.04%
+4,000
163
$201K 0.04%
+3,235
164
$201K 0.04%
+4,991
165
$200K 0.04%
2,164
+26
166
$200K 0.04%
+5,000
167
$178K 0.04%
+4,500
168
$176K 0.03%
3,145
-700
169
$174K 0.03%
5,099
170
$171K 0.03%
1,599
171
$167K 0.03%
2,672
172
$163K 0.03%
4,184
173
$160K 0.03%
1,960
-1,265
174
$150K 0.03%
13,381
+1,234
175
$148K 0.03%
+11,402
5 6
7
8 9