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
$672M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$11.9M
3
+$10.2M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.61M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$5.51M

Top Sells

1
+$7.53M
2
+$5.67M
3
+$1.26M
4
UNH icon
UnitedHealth
UNH
+$1.22M
5
LLY icon
Eli Lilly
LLY
+$1.01M

Sector Composition

1 Technology 5.98%
2 Financials 4.61%
3 Healthcare 2.8%
4 Industrials 2.48%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$145K 0.02%
1,972
-700
177
$142K 0.02%
5,797
178
$123K 0.02%
1,179
179
$114K 0.02%
1,950
180
$113K 0.02%
11,632
-3
181
$106K 0.02%
1,150
182
$100K 0.01%
2,005
-2,135
183
$97K 0.01%
+1,618
184
$91.1K 0.01%
972
185
$80K 0.01%
1,197
186
$79.5K 0.01%
1,908
+1,190
187
$77.2K 0.01%
1,420
188
$71.9K 0.01%
32,006
-34
189
$64.7K 0.01%
2,013
-1,517
190
$58.4K 0.01%
1,409
+53
191
$43K 0.01%
10,003
-1,030
192
$38.8K 0.01%
+1,523
193
$38.3K 0.01%
2,400
194
$25K ﹤0.01%
500
-1,000
195
$24.8K ﹤0.01%
398
196
$20.6K ﹤0.01%
204
197
$20.6K ﹤0.01%
815
198
$20K ﹤0.01%
135
+45
199
$15.9K ﹤0.01%
105
200
$14.8K ﹤0.01%
400
6 7
8
9 10