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
$505M
AUM Growth
+$4.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12.2M
3
+$10.8M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.85M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.32M

Top Sells

1
+$9.24M
2
+$7.08M
3
+$921K
4
VUG icon
Vanguard Growth ETF
VUG
+$889K
5
RTX icon
RTX Corp
RTX
+$777K

Sector Composition

1 Technology 6.07%
2 Financials 4.11%
3 Healthcare 3.35%
4 Consumer Discretionary 2.78%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$144K 0.03%
3,600
177
$131K 0.03%
5,797
+921
178
$122K 0.02%
1,179
179
$121K 0.02%
3,994
+275
180
$117K 0.02%
11,542
181
$117K 0.02%
11,150
+1,022
182
$110K 0.02%
1,950
183
$93K 0.02%
1,289
+154
184
$88K 0.02%
2,005
185
$86K 0.02%
1,640
186
$78K 0.02%
1,332
+67
187
$71K 0.01%
972
188
$60K 0.01%
1,420
189
$49K 0.01%
1,190
-11,894
190
$48K 0.01%
+350
191
$47K 0.01%
2,005
192
$43K 0.01%
+265
193
$40K 0.01%
2,808
194
$32K 0.01%
+1,246
195
$29K 0.01%
+718
196
$24K ﹤0.01%
14,144
197
$24K ﹤0.01%
+225
198
$24K ﹤0.01%
366
199
$21K ﹤0.01%
398
200
$18K ﹤0.01%
400
6 7
8
9 10