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
$1,000M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.8M
3
+$20.6M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$16.4M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$13.4M

Top Sells

1
+$9.13M
2
+$2.57M
3
+$2.49M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.67M
5
URTH icon
iShares MSCI World ETF
URTH
+$1.57M

Sector Composition

1 Technology 7.16%
2 Financials 4.65%
3 Healthcare 2.57%
4 Consumer Discretionary 2.41%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$227K 0.02%
+846
202
$223K 0.02%
3,838
-315
203
$220K 0.02%
+410
204
$220K 0.02%
+952
205
$218K 0.02%
+3,780
206
$210K 0.02%
+737
207
$209K 0.02%
+2,894
208
$209K 0.02%
+2,775
209
$206K 0.02%
792
210
$206K 0.02%
+3,230
211
$204K 0.02%
+1,186
212
$204K 0.02%
7,485
+310
213
$203K 0.02%
+610
214
$203K 0.02%
2,298
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215
$203K 0.02%
+7,996
216
$203K 0.02%
+11,078
217
$203K 0.02%
+1,144
218
$203K 0.02%
5,000
219
$202K 0.02%
+4,296
220
$202K 0.02%
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-600
221
$202K 0.02%
4,000
222
$201K 0.02%
+351
223
$200K 0.02%
2,133
-1,385
224
$197K 0.02%
1,599
225
$188K 0.02%
359
7 8
9
10 11