AWM
Angeles Wealth Management Portfolio holdings
AUM
$1.46B
This Quarter Return
+6.8%
1 Year Return
+15.45%
3 Year Return
+63.05%
5 Year Return
–
10 Year Return
–
AUM
$734M
AUM Growth
+$734M
(+9.1%)
Cap. Flow
+$22.3M
Cap. Flow
% of AUM
3.04%
Top 10 Holdings %
Top 10 Hldgs %
59.55%
Holding
224
New
18
Increased
92
Reduced
48
Closed
7
Top Buys
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$24.1M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$9.5M |
| 3 |
Microsoft
MSFT
|
$4.19M |
| 4 |
Vanguard Total World Stock ETF
VT
|
$3.34M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$3.33M |
Top Sells
Sector Composition
| 1 | Technology | 7.26% |
| 2 | Financials | 4.67% |
| 3 | Healthcare | 3.07% |
| 4 | Consumer Discretionary | 2.38% |
| 5 | Industrials | 2.38% |
