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
$821M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$6.32M
3
+$4.01M
4
BAC icon
Bank of America
BAC
+$3.42M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.4M

Top Sells

1
+$1.6M
2
+$601K
3
+$600K
4
AAPL icon
Apple
AAPL
+$556K
5
ON icon
ON Semiconductor
ON
+$396K

Sector Composition

1 Technology 7.24%
2 Financials 4.45%
3 Consumer Discretionary 2.57%
4 Healthcare 2.56%
5 Consumer Staples 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$174K 0.02%
359
+17
202
$155K 0.02%
1,700
203
$154K 0.02%
5,797
204
$148K 0.02%
11,597
205
$137K 0.02%
1,179
206
$133K 0.02%
2,405
+400
207
$130K 0.02%
2,175
-4,125
208
$126K 0.02%
+36,794
209
$125K 0.02%
2,106
+70
210
$123K 0.02%
+1,379
211
$121K 0.01%
1,950
212
$96.8K 0.01%
1,420
213
$94.1K 0.01%
972
214
$90.8K 0.01%
2,151
+54
215
$87.9K 0.01%
+1,126
216
$83.5K 0.01%
1,187
+293
217
$78.9K 0.01%
2,098
-1,862
218
$78K 0.01%
+913
219
$76.1K 0.01%
+1,330
220
$74.8K 0.01%
1,784
+141
221
$63.1K 0.01%
22,644
-35,044
222
$61.7K 0.01%
570
223
$49.5K 0.01%
2,670
+270
224
$45.1K 0.01%
396
+192
225
$44.5K 0.01%
1,523
7 8
9
10 11