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
$528M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$53.2M
3
+$48.3M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$36.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$27.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.78%
2 Financials 4.8%
3 Consumer Discretionary 4.29%
4 Healthcare 3.25%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$103K 0.02%
+1,342
177
$94K 0.02%
+972
178
$89K 0.02%
+11,000
179
$84K 0.02%
+652
180
$82K 0.02%
+1,420
181
$50K 0.01%
+14,144
182
$42K 0.01%
+733
183
$38K 0.01%
+400
184
$30K 0.01%
+500
185
$21K ﹤0.01%
+400
186
$21K ﹤0.01%
+204
187
$16K ﹤0.01%
+72
188
$15K ﹤0.01%
+167
189
$14K ﹤0.01%
+222
190
$5K ﹤0.01%
+56
191
$4K ﹤0.01%
+50
192
$1K ﹤0.01%
+9
4 5 6 7
8