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
$1.07B
AUM Growth
+$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$10.7M
3
+$6.48M
4
AAPL icon
Apple
AAPL
+$2.68M
5
MSFT icon
Microsoft
MSFT
+$2M

Top Sells

1
+$9.74M
2
+$1.99M
3
+$1.74M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.64M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$749K

Sector Composition

1 Technology 8.31%
2 Financials 4.65%
3 Healthcare 2.59%
4 Consumer Discretionary 2.41%
5 Communication Services 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$143M 13.39%
454,071
+33,981
2
$127M 11.89%
1,124,393
+57,502
3
$76.6M 7.19%
1,572,352
-33,663
4
$66.6M 6.25%
133,236
-19,470
5
$63.1M 5.92%
1,046,014
+9,381
6
$53.9M 5.06%
515,194
+2,205
7
$39.8M 3.74%
1,580,100
+595,768
8
$33.9M 3.18%
75,863
+4,485
9
$27.9M 2.62%
173,868
-10,850
10
$25.4M 2.39%
381,040
+3,673
11
$25.2M 2.37%
119,751
+12,741
12
$24.2M 2.27%
44,490
-899
13
$23.1M 2.17%
173,540
+201
14
$18.7M 1.75%
748,391
+8,224
15
$17.8M 1.67%
120,427
-13,475
16
$16.6M 1.56%
242,861
+12,586
17
$16M 1.5%
761,801
+24,017
18
$15.1M 1.42%
185,356
+13,089
19
$13.6M 1.28%
201,418
-11,085
20
$12M 1.12%
44,697
-29
21
$10.5M 0.99%
85,297
+4,937
22
$8.91M 0.84%
46,082
+2,780
23
$7.64M 0.72%
242,150
+1,760
24
$7.39M 0.69%
19,769
25
$6.96M 0.65%
8,184
+258
1
2 3 4 5