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
$1,000M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.8M
3
+$20.6M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$16.4M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$13.4M

Top Sells

1
+$9.13M
2
+$2.57M
3
+$2.49M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.67M
5
URTH icon
iShares MSCI World ETF
URTH
+$1.57M

Sector Composition

1 Technology 7.16%
2 Financials 4.65%
3 Healthcare 2.57%
4 Consumer Discretionary 2.41%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$292K 0.03%
9,130
+7,607
177
$289K 0.03%
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182
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186
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187
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188
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190
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193
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196
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197
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198
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199
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5,359
200
$230K 0.02%
+1,392
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