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
$734M
AUM Growth
+$61.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$9.5M
3
+$4.19M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.34M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.33M

Top Sells

1
+$16M
2
+$5.82M
3
+$5.69M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.56M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.16M

Sector Composition

1 Technology 7.26%
2 Financials 4.67%
3 Healthcare 3.07%
4 Consumer Discretionary 2.38%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$50.7K 0.01%
+544
202
$48.2K 0.01%
285
+150
203
$41.4K 0.01%
2,400
204
$41.4K 0.01%
1,523
205
$37.3K 0.01%
+386
206
$26.5K ﹤0.01%
398
207
$26.3K ﹤0.01%
1,038
+223
208
$25.8K ﹤0.01%
500
209
$21.9K ﹤0.01%
204
210
$18.3K ﹤0.01%
105
211
$14.8K ﹤0.01%
72
212
$12.7K ﹤0.01%
500
213
$12.7K ﹤0.01%
14,144
214
$9K ﹤0.01%
92
215
$3.66K ﹤0.01%
+34
216
$3.38K ﹤0.01%
100
217
– –
0
218
– –
-10,003
219
– –
-8,243
220
– –
-2,724
221
– –
-400
222
– –
-3,338
223
– –
-1,122
224
– –
-12,495
5 6 7 8
9