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
$1.21B
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$6.07M
3
+$5.89M
4
BABA icon
Alibaba
BABA
+$3.22M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.78M

Top Sells

1
+$17.1M
2
+$682K
3
+$486K
4
ELV icon
Elevance Health
ELV
+$421K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$386K

Sector Composition

1 Technology 8.75%
2 Financials 5.68%
3 Consumer Discretionary 3.09%
4 Healthcare 2.49%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$363K 0.03%
1,213
177
$359K 0.03%
2,780
+899
178
$358K 0.03%
1,274
+169
179
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180
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1,504
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181
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182
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183
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10,103
184
$349K 0.03%
1,440
185
$344K 0.03%
8,573
+4,910
186
$343K 0.03%
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187
$336K 0.03%
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188
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5,367
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189
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10,268
+3,637
190
$334K 0.03%
2,876
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191
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192
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193
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194
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195
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196
$318K 0.03%
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197
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+3,000
198
$317K 0.03%
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199
$316K 0.03%
3,249
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200
$313K 0.03%
3,454
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