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
$708M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$7.02M
3
+$5.13M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.69M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.2M

Top Sells

1
+$19.2M
2
+$7.5M
3
+$2.32M
4
HSY icon
Hershey
HSY
+$2.15M
5
TDG icon
TransDigm Group
TDG
+$1.68M

Sector Composition

1 Technology 7.01%
2 Financials 3.89%
3 Healthcare 2.64%
4 Consumer Discretionary 2.31%
5 Consumer Staples 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$43.5K 0.01%
+223
202
$39.9K 0.01%
1,523
203
$39.9K 0.01%
2,400
204
$35.4K 0.01%
386
205
$34.1K ﹤0.01%
971
-1,574
206
$33.7K ﹤0.01%
738
-3,850
207
$33.6K ﹤0.01%
+184
208
$28.9K ﹤0.01%
1,167
+129
209
$28.7K ﹤0.01%
+438
210
$25.3K ﹤0.01%
+200
211
$25.3K ﹤0.01%
398
212
$24.8K ﹤0.01%
500
213
$20.7K ﹤0.01%
204
214
$20.4K ﹤0.01%
217
+125
215
$17.2K ﹤0.01%
105
216
$16.1K ﹤0.01%
+236
217
$14K ﹤0.01%
72
218
$12.7K ﹤0.01%
+162
219
$9.58K ﹤0.01%
+46
220
$8.63K ﹤0.01%
+43
221
$8.02K ﹤0.01%
+142
222
$3.53K ﹤0.01%
34
223
$3.36K ﹤0.01%
100
224
– –
0
225
– –
-7,090
6 7 8
9
10