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AWM

Angeles Wealth Management Portfolio holdings

AUM $1.84B
1-Year Est. Return 19.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$5.55M
3
+$4.48M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.36M
5
VT icon
Vanguard Total World Stock ETF
VT
+$3.9M

Top Sells

1
+$648K
2
+$440K
3
+$427K
4
JMSI icon
JPMorgan Sustainable Municipal Income ETF
JMSI
+$425K
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$422K

Sector Composition

1 Technology 9.61%
2 Financials 5.9%
3 Consumer Discretionary 3.1%
4 Communication Services 2.16%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$429K 0.03%
2,292
+180
202
$426K 0.03%
3,839
-115
203
$426K 0.03%
1,508
-85
204
$424K 0.03%
9,644
-264
205
$421K 0.03%
14,891
-51
206
$417K 0.03%
2,334
+8
207
$416K 0.03%
97
+3
208
$414K 0.03%
3,798
+98
209
$409K 0.03%
529
-28
210
$408K 0.03%
15,038
+1,925
211
$404K 0.02%
884
-31
212
$402K 0.02%
660
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213
$400K 0.02%
2,709
+135
214
$399K 0.02%
68,957
215
$395K 0.02%
4,699
-1,018
216
$394K 0.02%
548
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217
$393K 0.02%
1,004
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218
$389K 0.02%
361
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219
$385K 0.02%
1,244
-8
220
$384K 0.02%
4,035
+65
221
$380K 0.02%
3,456
-15
222
$379K 0.02%
3,378
-159
223
$378K 0.02%
6,652
-224
224
$377K 0.02%
+5,795
225
$374K 0.02%
1,147
+15
7 8
9
10 11