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
$708M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$7.02M
3
+$5.13M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.69M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.2M

Top Sells

1
+$19.2M
2
+$7.5M
3
+$2.32M
4
HSY icon
Hershey
HSY
+$2.15M
5
TDG icon
TransDigm Group
TDG
+$1.68M

Sector Composition

1 Technology 7.01%
2 Financials 3.89%
3 Healthcare 2.64%
4 Consumer Discretionary 2.31%
5 Consumer Staples 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$142K 0.02%
+342
177
$140K 0.02%
57,688
+4,946
178
$138K 0.02%
5,797
179
$138K 0.02%
5,835
-14,670
180
$131K 0.02%
3,960
+1,422
181
$118K 0.02%
1,179
182
$116K 0.02%
2,036
+200
183
$115K 0.02%
1,950
184
$114K 0.02%
11,597
185
$110K 0.02%
+774
186
$100K 0.01%
2,005
187
$86K 0.01%
2,097
188
$83.9K 0.01%
972
189
$82.1K 0.01%
1,420
190
$80.3K 0.01%
727
191
$76.5K 0.01%
1,950
-1,286
192
$68.9K 0.01%
1,643
+68
193
$68.9K 0.01%
+535
194
$57.5K 0.01%
894
-310
195
$54.6K 0.01%
+1,655
196
$53.8K 0.01%
+570
197
$53K 0.01%
+329
198
$48.3K 0.01%
544
199
$45K 0.01%
285
200
$43.5K 0.01%
+540
6 7
8
9 10