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
$734M
AUM Growth
+$61.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$9.5M
3
+$4.19M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.34M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.33M

Top Sells

1
+$16M
2
+$5.82M
3
+$5.69M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.56M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.16M

Sector Composition

1 Technology 7.26%
2 Financials 4.67%
3 Healthcare 3.07%
4 Consumer Discretionary 2.38%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$204K 0.03%
+2,311
177
$201K 0.03%
5,000
178
$201K 0.03%
4,000
179
$198K 0.03%
5,099
180
$185K 0.03%
12,208
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181
$181K 0.02%
1,599
182
$173K 0.02%
755
183
$154K 0.02%
1,972
184
$142K 0.02%
5,797
185
$132K 0.02%
3,236
-139,919
186
$129K 0.02%
1,179
187
$124K 0.02%
52,742
+20,736
188
$116K 0.02%
1,950
189
$116K 0.02%
11,597
-35
190
$108K 0.01%
1,836
+218
191
$106K 0.01%
1,150
192
$105K 0.01%
2,005
193
$94.4K 0.01%
2,545
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194
$92.7K 0.01%
972
195
$88.3K 0.01%
1,420
196
$86.9K 0.01%
2,097
+189
197
$85.6K 0.01%
2,538
+525
198
$81.3K 0.01%
1,204
+7
199
$80.3K 0.01%
+727
200
$65.9K 0.01%
1,575
+166
5 6 7
8
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