AWM

Angeles Wealth Management Portfolio holdings

AUM $1.63B
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$7.47M
3
+$6.77M
4
ARES icon
Ares Management
ARES
+$5.97M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$4.87M

Top Sells

1
+$21.9M
2
+$1.37M
3
+$710K
4
URTH icon
iShares MSCI World ETF
URTH
+$693K
5
MAR icon
Marriott International
MAR
+$585K

Sector Composition

1 Technology 7.99%
2 Financials 6.18%
3 Consumer Discretionary 3.1%
4 Healthcare 2.61%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$314K 0.03%
4,428
+12
202
$311K 0.03%
9,500
203
$311K 0.03%
11,902
+4,580
204
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8,370
205
$307K 0.03%
4,167
206
$307K 0.03%
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207
$305K 0.03%
2,105
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208
$304K 0.03%
1,118
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209
$301K 0.03%
3,150
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210
$300K 0.02%
+2,297
211
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6,766
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212
$297K 0.02%
3,309
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213
$296K 0.02%
857
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214
$296K 0.02%
8,009
-6,508
215
$294K 0.02%
2,465
216
$294K 0.02%
10,500
217
$292K 0.02%
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218
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219
$289K 0.02%
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-1,602
220
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10,393
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221
$288K 0.02%
1,298
222
$288K 0.02%
1,316
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223
$287K 0.02%
565
+13
224
$287K 0.02%
1,385
-18
225
$286K 0.02%
2,616
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9
10 11