We are live on ! Find out more
AWM

Angeles Wealth Management Portfolio holdings

AUM $1.84B
1-Year Est. Return 19.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$5.55M
3
+$4.48M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.36M
5
VT icon
Vanguard Total World Stock ETF
VT
+$3.9M

Top Sells

1
+$648K
2
+$440K
3
+$427K
4
JMSI icon
JPMorgan Sustainable Municipal Income ETF
JMSI
+$425K
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$422K

Sector Composition

1 Technology 9.61%
2 Financials 5.9%
3 Consumer Discretionary 3.1%
4 Communication Services 2.16%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$543K 0.03%
10,770
-71
177
$540K 0.03%
64,314
178
$539K 0.03%
2,347
-85
179
$536K 0.03%
5,285
+754
180
$533K 0.03%
5,463
+480
181
$533K 0.03%
1,145
182
$518K 0.03%
2,610
-93
183
$501K 0.03%
3,556
184
$500K 0.03%
5,702
-136
185
$499K 0.03%
1,700
-77
186
$498K 0.03%
10,298
+151
187
$493K 0.03%
1,034
+25
188
$493K 0.03%
17,417
+89
189
$485K 0.03%
2,851
-9
190
$484K 0.03%
6,777
191
$480K 0.03%
1,612
-2
192
$477K 0.03%
17,463
-210
193
$474K 0.03%
1,214
+1
194
$473K 0.03%
919
+11
195
$463K 0.03%
9,900
-9,500
196
$461K 0.03%
1,231
+25
197
$443K 0.03%
811
+6
198
$442K 0.03%
3,018
-695
199
$434K 0.03%
11,478
200
$432K 0.03%
1,014
+24
6 7
8
9 10