AWM

Angeles Wealth Management Portfolio holdings

AUM $1.81B
1-Year Est. Return 19.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$15.7M
3
+$14.4M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$13.5M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.54M

Top Sells

1
+$15.3M
2
+$6.73M
3
+$2.4M
4
PII icon
Polaris
PII
+$830K
5
UNH icon
UnitedHealth
UNH
+$550K

Sector Composition

1 Technology 8.83%
2 Financials 5.96%
3 Consumer Discretionary 2.94%
4 Healthcare 2.17%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$429K 0.03%
9,908
+2,422
202
$425K 0.03%
+8,600
203
$423K 0.03%
3,537
+167
204
$419K 0.03%
1,895
+390
205
$414K 0.03%
+1,316
206
$409K 0.03%
8,805
207
$408K 0.03%
11,478
208
$408K 0.03%
557
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209
$401K 0.03%
1,252
+128
210
$399K 0.03%
445
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211
$392K 0.03%
7,797
+2,518
212
$392K 0.03%
17,489
+102
213
$392K 0.03%
1,009
+13
214
$390K 0.03%
1,577
+225
215
$390K 0.03%
1,783
+204
216
$386K 0.03%
4,531
-573
217
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2,860
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218
$381K 0.03%
1,431
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219
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+18,233
220
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990
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221
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222
$372K 0.03%
2,326
+29
223
$369K 0.03%
699
+134
224
$367K 0.03%
1,314
+297
225
$367K 0.03%
3,471
+128
7 8
9
10 11