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
$505M
AUM Growth
+$4.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12.2M
3
+$10.8M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.85M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.32M

Top Sells

1
+$9.24M
2
+$7.08M
3
+$921K
4
VUG icon
Vanguard Growth ETF
VUG
+$889K
5
RTX icon
RTX Corp
RTX
+$777K

Sector Composition

1 Technology 6.07%
2 Financials 4.11%
3 Healthcare 3.35%
4 Consumer Discretionary 2.78%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$17K ﹤0.01%
204
202
$14K ﹤0.01%
599
203
$13K ﹤0.01%
167
204
$12K ﹤0.01%
72
205
$9K ﹤0.01%
+70
206
$9K ﹤0.01%
222
207
$7K ﹤0.01%
+35
208
$7K ﹤0.01%
733
209
$5K ﹤0.01%
+150
210
$5K ﹤0.01%
+50
211
$4K ﹤0.01%
+77
212
$1K ﹤0.01%
9
213
– –
-540
214
– –
-36,569
215
– –
-12,260
216
– –
-5,237
217
– –
-2,071
218
– –
-6,370
219
– –
-10,216
220
– –
-25,070
221
– –
-4,180
222
– –
-1,647
223
– –
-10,000
224
– –
-5,995
225
– –
-6,620
6 7 8
9
10