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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
1
$233M 14.28%
2,893,390
+16,190
2
$187M 11.44%
1,353,628
+29,370
3
$104M 6.4%
1,886,026
+103,044
4
$94.5M 5.8%
1,286,740
+44,452
5
$85.4M 5.24%
139,526
+1,053
6
$71M 4.35%
666,498
+85,380
7
$69.6M 4.26%
2,179,648
+91,941
8
$55.8M 3.42%
698,721
+40,975
9
$49.7M 3.05%
266,325
-1,714
10
$46.2M 2.83%
89,128
+4,207
11
$37.8M 2.32%
148,598
+8,762
12
$34.1M 2.09%
213,393
-662
13
$31M 1.9%
46,529
+2,884
14
$26.2M 1.6%
140,212
+25,705
15
$24.7M 1.51%
307,757
+13,666
16
$23.2M 1.42%
905,152
+123,888
17
$21.6M 1.33%
119,030
-274
18
$17.9M 1.1%
54,594
-41
19
$15.1M 0.93%
68,796
+11,918
20
$15.1M 0.93%
182,862
-5,370
21
$12.6M 0.77%
157,362
-1,680
22
$11.1M 0.68%
22,080
+8,997
23
$10M 0.62%
41,222
+330
24
$9.64M 0.59%
10,412
-19
25
$9.53M 0.58%
39,196
+4,429
1
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