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
$708M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$7.02M
3
+$5.13M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.69M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.2M

Top Sells

1
+$19.2M
2
+$7.5M
3
+$2.32M
4
HSY icon
Hershey
HSY
+$2.15M
5
TDG icon
TransDigm Group
TDG
+$1.68M

Sector Composition

1 Technology 7.01%
2 Financials 3.89%
3 Healthcare 2.64%
4 Consumer Discretionary 2.31%
5 Consumer Staples 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$228K 0.03%
2,079
152
$226K 0.03%
2,888
+577
153
$225K 0.03%
2,469
+130
154
$225K 0.03%
7,875
155
$224K 0.03%
2,959
+159
156
$223K 0.03%
4,500
157
$223K 0.03%
507
-705
158
$222K 0.03%
377
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159
$221K 0.03%
+5,377
160
$218K 0.03%
1,928
+145
161
$216K 0.03%
+3,187
162
$214K 0.03%
+5,285
163
$211K 0.03%
+6,517
164
$211K 0.03%
+3,815
165
$204K 0.03%
+6,201
166
$203K 0.03%
183
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167
$202K 0.03%
1,273
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168
$201K 0.03%
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169
$201K 0.03%
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170
$188K 0.03%
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171
$172K 0.02%
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172
$170K 0.02%
792
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173
$164K 0.02%
13,234
+1,026
174
$156K 0.02%
1,700
+550
175
$147K 0.02%
1,972
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7
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