AWM

Angeles Wealth Management Portfolio holdings

AUM $1.81B
1-Year Est. Return 19.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.27%
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
+$26.7M
2
+$11.7M
3
+$10.1M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.58M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$5.1M

Top Sells

1
+$7.34M
2
+$5.67M
3
+$1.26M
4
UNH icon
UnitedHealth
UNH
+$1.24M
5
LLY icon
Eli Lilly
LLY
+$991K

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
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0
207
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208
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210
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212
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213
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6 7 8
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