AWM

Angeles Wealth Management Portfolio holdings

AUM $1.63B
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$672M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$11.9M
3
+$10.2M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.61M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$5.51M

Top Sells

1
+$7.53M
2
+$5.67M
3
+$1.26M
4
UNH icon
UnitedHealth
UNH
+$1.22M
5
LLY icon
Eli Lilly
LLY
+$1.01M

Sector Composition

1 Technology 5.98%
2 Financials 4.61%
3 Healthcare 2.8%
4 Industrials 2.48%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$14K ﹤0.01%
72
202
$12.4K ﹤0.01%
500
-1,430
203
$12K ﹤0.01%
14,144
204
$8.33K ﹤0.01%
92
-2,148
205
$3.58K ﹤0.01%
+100
206
– –
0
207
– –
-78,921
208
– –
-8,209
209
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-11,009
210
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-3,162
211
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-2,005
212
– –
-214
213
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-4,780
214
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-2,230
215
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-70
216
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-35
217
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218
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-9
219
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-2,329
220
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-9,497
221
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-790
222
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223
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224
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225
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-50
6 7 8
9
10