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
$571M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$5.27M
3
+$4.82M
4
VTV icon
Vanguard Value ETF
VTV
+$3.79M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.66M

Top Sells

1
+$16.8M
2
+$2.55M
3
+$1.23M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.11M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$882K

Sector Composition

1 Technology 5.32%
2 Financials 4.29%
3 Healthcare 3.7%
4 Industrials 2.96%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$238K 0.04%
2,545
152
$237K 0.04%
2,159
+32
153
$236K 0.04%
3,162
-873
154
$233K 0.04%
2,329
+165
155
$232K 0.04%
972
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156
$231K 0.04%
2,800
+188
157
$225K 0.04%
2,079
158
$224K 0.04%
1,291
-61
159
$224K 0.04%
+2,744
160
$221K 0.04%
790
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161
$218K 0.04%
+8,209
162
$214K 0.04%
4,500
163
$212K 0.04%
7,875
164
$208K 0.04%
+4,549
165
$206K 0.04%
3,145
166
$202K 0.04%
+2,430
167
$200K 0.04%
1,368
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168
$200K 0.04%
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169
$200K 0.04%
5,000
170
$193K 0.03%
1,599
171
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+2,240
172
$189K 0.03%
2,672
173
$189K 0.03%
5,099
174
$184K 0.03%
4,184
175
$162K 0.03%
13,931
+550
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7
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