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
$501M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$23.9M
3
+$21.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.78M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$5.21M

Top Sells

1
+$27.9M
2
+$7.07M
3
+$4.18M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.34M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$1.7M

Sector Composition

1 Technology 6.13%
2 Financials 3.56%
3 Healthcare 3.17%
4 Consumer Discretionary 3.03%
5 Consumer Staples 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$95K 0.02%
11,542
-100
177
$91K 0.02%
2,005
178
$81K 0.02%
1,135
-207
179
$78K 0.02%
972
180
$77K 0.02%
652
181
$77K 0.02%
+1,265
182
$65K 0.01%
1,420
183
$56K 0.01%
+15,716
184
$52K 0.01%
+2,005
185
$42K 0.01%
11,000
186
$42K 0.01%
+2,808
187
$30K 0.01%
14,144
188
$26K 0.01%
+366
189
$23K ﹤0.01%
+398
190
$18K ﹤0.01%
400
191
$18K ﹤0.01%
204
192
$15K ﹤0.01%
+599
193
$14K ﹤0.01%
167
194
$14K ﹤0.01%
733
195
$13K ﹤0.01%
72
196
$10K ﹤0.01%
222
197
$1K ﹤0.01%
9
198
– –
-8,209
199
– –
-1,004
200
– –
-1,492
5 6 7
8
9