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
$1.16B
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$12.4M
3
+$8.39M
4
VT icon
Vanguard Total World Stock ETF
VT
+$5.48M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.43M

Top Sells

1
+$52.1M
2
+$11.5M
3
+$9.61M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.72M
5
BAC icon
Bank of America
BAC
+$4.01M

Sector Composition

1 Technology 8.45%
2 Financials 4.81%
3 Healthcare 2.78%
4 Consumer Discretionary 2.31%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$302K 0.03%
1,105
+27
202
$297K 0.03%
1,907
-70
203
$297K 0.03%
+3,508
204
$297K 0.03%
2,501
+324
205
$296K 0.03%
+12,525
206
$295K 0.03%
559
+17
207
$295K 0.03%
+925
208
$295K 0.03%
+641
209
$293K 0.03%
2,616
210
$292K 0.03%
6,493
-776
211
$287K 0.02%
345
-58
212
$287K 0.02%
+1,235
213
$283K 0.02%
2,898
-156
214
$281K 0.02%
873
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215
$279K 0.02%
+11,252
216
$278K 0.02%
11,844
+3,111
217
$277K 0.02%
475
+31
218
$275K 0.02%
5,992
-10,442
219
$274K 0.02%
+1,123
220
$271K 0.02%
4,708
-12,256
221
$270K 0.02%
1,305
-565
222
$268K 0.02%
9,505
-3,268
223
$261K 0.02%
+2,529
224
$259K 0.02%
1,469
+75
225
$257K 0.02%
+1,881
7 8
9
10 11