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
$501M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$23.9M
3
+$21.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.78M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$5.21M

Top Sells

1
+$27.9M
2
+$7.07M
3
+$4.18M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.34M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$1.7M

Sector Composition

1 Technology 6.13%
2 Financials 3.56%
3 Healthcare 3.17%
4 Consumer Discretionary 3.03%
5 Consumer Staples 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
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