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
$1.21B
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$6.07M
3
+$5.89M
4
BABA icon
Alibaba
BABA
+$3.22M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.78M

Top Sells

1
+$17.1M
2
+$682K
3
+$486K
4
ELV icon
Elevance Health
ELV
+$421K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$386K

Sector Composition

1 Technology 8.75%
2 Financials 5.68%
3 Consumer Discretionary 3.09%
4 Healthcare 2.49%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$313K 0.03%
2,556
+116
202
$312K 0.03%
1,298
203
$312K 0.03%
7,797
+1,304
204
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925
205
$309K 0.03%
930
+17
206
$306K 0.03%
4,409
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207
$305K 0.03%
5,063
-3,354
208
$305K 0.03%
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209
$304K 0.03%
1,430
-156
210
$301K 0.02%
3,366
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211
$299K 0.02%
4,375
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212
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3,454
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213
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+9,500
214
$295K 0.02%
3,236
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215
$295K 0.02%
492
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216
$294K 0.02%
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217
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218
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219
$291K 0.02%
4,037
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220
$289K 0.02%
1,543
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221
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602
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222
$289K 0.02%
5,966
-194
223
$288K 0.02%
1,014
+167
224
$287K 0.02%
10,500
+10,410
225
$285K 0.02%
2,616
7 8
9
10 11