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
$672M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$11.9M
3
+$10.2M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.61M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$5.51M

Top Sells

1
+$7.53M
2
+$5.67M
3
+$1.26M
4
UNH icon
UnitedHealth
UNH
+$1.22M
5
LLY icon
Eli Lilly
LLY
+$1.01M

Sector Composition

1 Technology 5.98%
2 Financials 4.61%
3 Healthcare 2.8%
4 Industrials 2.48%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$251K 0.04%
1,311
+135
152
$250K 0.04%
2,688
-56
153
$247K 0.04%
1,487
+119
154
$247K 0.04%
+4,660
155
$243K 0.04%
2,317
-490
156
$240K 0.04%
359
-51
157
$240K 0.04%
2,545
158
$236K 0.04%
+287
159
$236K 0.04%
4,500
160
$233K 0.03%
2,800
161
$230K 0.03%
+1,239
162
$230K 0.03%
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163
$229K 0.03%
+2,296
164
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2,079
165
$228K 0.03%
7,875
166
$225K 0.03%
3,145
167
$216K 0.03%
970
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168
$204K 0.03%
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169
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4,588
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170
$201K 0.03%
4,000
-2,561
171
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5,000
172
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5,099
173
$187K 0.03%
1,599
174
$163K 0.02%
755
175
$147K 0.02%
11,687
-2,244
5 6
7
8 9