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
$821M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$6.32M
3
+$4.01M
4
BAC icon
Bank of America
BAC
+$3.42M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.4M

Top Sells

1
+$1.6M
2
+$601K
3
+$600K
4
AAPL icon
Apple
AAPL
+$556K
5
ON icon
ON Semiconductor
ON
+$396K

Sector Composition

1 Technology 7.24%
2 Financials 4.45%
3 Consumer Discretionary 2.57%
4 Healthcare 2.56%
5 Consumer Staples 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$244K 0.03%
5,670
-40
177
$241K 0.03%
+1,005
178
$240K 0.03%
512
+5
179
$239K 0.03%
4,153
+338
180
$238K 0.03%
+3,612
181
$237K 0.03%
6,280
-237
182
$232K 0.03%
306
-71
183
$228K 0.03%
+1,219
184
$228K 0.03%
188
+5
185
$226K 0.03%
5,359
+260
186
$226K 0.03%
+1,407
187
$224K 0.03%
1,314
+41
188
$223K 0.03%
+928
189
$223K 0.03%
+4,534
190
$218K 0.03%
2,895
-1,690
191
$207K 0.03%
+1,278
192
$206K 0.03%
3,060
-127
193
$202K 0.02%
5,000
194
$201K 0.02%
4,000
195
$191K 0.02%
792
196
$187K 0.02%
1,599
197
$185K 0.02%
+7,175
198
$184K 0.02%
957
+672
199
$184K 0.02%
4,465
+2,515
200
$183K 0.02%
+7,130
6 7
8
9 10