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AWM

Angeles Wealth Management Portfolio holdings

AUM $1.84B
1-Year Est. Return 19.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$5.55M
3
+$4.48M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.36M
5
VT icon
Vanguard Total World Stock ETF
VT
+$3.9M

Top Sells

1
+$648K
2
+$440K
3
+$427K
4
JMSI icon
JPMorgan Sustainable Municipal Income ETF
JMSI
+$425K
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$422K

Sector Composition

1 Technology 9.61%
2 Financials 5.9%
3 Consumer Discretionary 3.1%
4 Communication Services 2.16%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$713K 0.04%
10,815
-6,087
152
$707K 0.04%
2,245
153
$705K 0.04%
7,299
154
$700K 0.04%
9,532
-268
155
$669K 0.04%
3,101
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156
$664K 0.04%
4,981
+17
157
$661K 0.04%
10,000
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158
$652K 0.04%
8,484
-16
159
$645K 0.04%
+27,928
160
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1,275
-292
161
$628K 0.04%
5,775
-1,496
162
$615K 0.04%
2,260
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163
$599K 0.04%
13,287
-1,696
164
$596K 0.04%
33,481
165
$587K 0.04%
1,214
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167
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16,961
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169
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170
$557K 0.03%
1,507
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171
$551K 0.03%
1,851
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172
$548K 0.03%
2,677
-496
173
$544K 0.03%
3,508
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174
$544K 0.03%
1,110
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175
$544K 0.03%
1,985
-154
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