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
$821M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$6.32M
3
+$4.01M
4
BAC icon
Bank of America
BAC
+$3.42M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.4M

Top Sells

1
+$1.6M
2
+$601K
3
+$600K
4
AAPL icon
Apple
AAPL
+$556K
5
ON icon
ON Semiconductor
ON
+$396K

Sector Composition

1 Technology 7.24%
2 Financials 4.45%
3 Consumer Discretionary 2.57%
4 Healthcare 2.56%
5 Consumer Staples 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$309K 0.04%
1,032
-292
152
$308K 0.04%
3,416
+14
153
$283K 0.03%
6,459
-288
154
$277K 0.03%
4,167
155
$276K 0.03%
314
+2
156
$270K 0.03%
2,360
-109
157
$267K 0.03%
+2,320
158
$266K 0.03%
+1,721
159
$266K 0.03%
+1,390
160
$265K 0.03%
+3,109
161
$263K 0.03%
2,616
162
$263K 0.03%
+5,535
163
$260K 0.03%
+4,750
164
$260K 0.03%
2,079
165
$260K 0.03%
+2,789
166
$259K 0.03%
1,947
+19
167
$258K 0.03%
4,482
+14
168
$258K 0.03%
+1,158
169
$257K 0.03%
2,910
-49
170
$255K 0.03%
+2,502
171
$248K 0.03%
1,065
+1
172
$248K 0.03%
4,500
173
$247K 0.03%
3,128
-69
174
$247K 0.03%
+893
175
$244K 0.03%
+3,966
5 6
7
8 9