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
$571M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$5.27M
3
+$4.82M
4
VTV icon
Vanguard Value ETF
VTV
+$3.79M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.66M

Top Sells

1
+$16.8M
2
+$2.55M
3
+$1.23M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.11M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$882K

Sector Composition

1 Technology 5.32%
2 Financials 4.29%
3 Healthcare 3.7%
4 Industrials 2.96%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$151K 0.03%
755
-550
177
$140K 0.02%
5,797
178
$127K 0.02%
1,179
179
$121K 0.02%
1,950
180
$121K 0.02%
3,530
-464
181
$114K 0.02%
+2,230
182
$105K 0.02%
+1,150
183
$99.9K 0.02%
+909
184
$94.7K 0.02%
11,635
+93
185
$81.4K 0.01%
972
186
$75K 0.01%
+1,500
187
$74.7K 0.01%
+32,040
188
$73.8K 0.01%
1,197
-443
189
$63.7K 0.01%
1,420
190
$55.6K 0.01%
+11,033
191
$55.5K 0.01%
1,356
+166
192
$49.7K 0.01%
2,005
193
$44.7K 0.01%
1,930
-37,590
194
$42.3K 0.01%
2,808
195
$35.9K 0.01%
423
+256
196
$35.8K 0.01%
+2,400
197
$29.4K 0.01%
718
198
$24K ﹤0.01%
398
199
$20.1K ﹤0.01%
815
+216
200
$20K ﹤0.01%
204
6 7
8
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