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
$528M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$53.2M
3
+$48.3M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$36.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$27.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.78%
2 Financials 4.8%
3 Consumer Discretionary 4.29%
4 Healthcare 3.25%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.6M 10.9%
+244,778
2
$53.2M 10.06%
+1,273,162
3
$48.3M 9.13%
+476,586
4
$36.2M 6.85%
+605,806
5
$27.1M 5.12%
+65,153
6
$20.3M 3.85%
+775,449
7
$19.4M 3.66%
+42,847
8
$17.7M 3.35%
+57,436
9
$16.3M 3.09%
+93,392
10
$16.1M 3.05%
+198,739
11
$11.5M 2.17%
+527,224
12
$11M 2.08%
+48,333
13
$11M 2.08%
+250,056
14
$10.5M 1.99%
+169,135
15
$8.83M 1.67%
+30,701
16
$7.42M 1.4%
+45,520
17
$7.39M 1.4%
+92,879
18
$7.35M 1.39%
+201,904
19
$5.99M 1.13%
+10,400
20
$4.88M 0.92%
+105,806
21
$4.09M 0.77%
+19,250
22
$3.64M 0.69%
+14,578
23
$3.52M 0.67%
+138,330
24
$2.89M 0.55%
+9,666
25
$2.84M 0.54%
+13,849
1
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