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
$734M
AUM Growth
+$61.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$9.5M
3
+$4.19M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.34M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.33M

Top Sells

1
+$16M
2
+$5.82M
3
+$5.69M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.56M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.16M

Sector Composition

1 Technology 7.26%
2 Financials 4.67%
3 Healthcare 3.07%
4 Consumer Discretionary 2.38%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$267K 0.04%
9,317
-5,575
152
$263K 0.04%
2,339
+22
153
$263K 0.04%
4,167
154
$263K 0.04%
381
+22
155
$257K 0.04%
+1,399
156
$255K 0.03%
+3,162
157
$254K 0.03%
834
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158
$249K 0.03%
2,616
+71
159
$246K 0.03%
535
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160
$243K 0.03%
+335
161
$239K 0.03%
2,079
162
$237K 0.03%
4,500
163
$235K 0.03%
179
164
$234K 0.03%
2,800
165
$231K 0.03%
+3,010
166
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1,270
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167
$228K 0.03%
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168
$228K 0.03%
7,875
169
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+1,783
170
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1,011
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171
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1,196
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172
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+5,154
173
$213K 0.03%
4,588
174
$206K 0.03%
4,545
-34
175
$206K 0.03%
286
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7
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