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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
$1.84B
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$7.27M
3
+$6.94M
4
VT icon
Vanguard Total World Stock ETF
VT
+$6.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.59M

Top Sells

1
+$7.18M
2
+$1.92M
3
+$1.41M
4
INTU icon
Intuit
INTU
+$1.38M
5
CRI icon
Carter's
CRI
+$1.3M

Sector Composition

1 Technology 9.51%
2 Financials 3.86%
3 Consumer Discretionary 3.2%
4 Communication Services 2.7%
5 Healthcare 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HAL icon
226
Halliburton
HAL
$32.9B
$506K 0.03%
12,976
+1,396
DJCO icon
227
Daily Journal
DJCO
$723M
$504K 0.03%
1,044
ODFL icon
228
Old Dominion Freight Line
ODFL
$51.7B
$504K 0.03%
2,577
+447
PAAS icon
229
Pan American Silver
PAAS
$19.3B
$503K 0.03%
9,212
+81
BKR icon
230
Baker Hughes
BKR
$62.8B
$501K 0.03%
8,213
-113
SLX icon
231
VanEck Steel ETF
SLX
$233M
$500K 0.03%
+5,442
RVTY icon
232
Revvity
RVTY
$11.6B
$499K 0.03%
5,692
-2
HLT icon
233
Hilton Worldwide
HLT
$77.4B
$496K 0.03%
1,632
+235
SPGI icon
234
S&P Global
SPGI
$125B
$494K 0.03%
1,162
+140
FBTC icon
235
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.5B
$492K 0.03%
8,327
+1,854
COF icon
236
Capital One
COF
$114B
$488K 0.03%
2,676
+41
GMED icon
237
Globus Medical
GMED
$11.2B
$484K 0.03%
5,614
+498
DLR icon
238
Digital Realty Trust
DLR
$65B
$481K 0.03%
2,669
+322
XLK icon
239
State Street Technology Select Sector SPDR ETF
XLK
$117B
$473K 0.03%
3,556
-500
DFUV icon
240
Dimensional US Marketwide Value ETF
DFUV
$14.9B
$469K 0.03%
9,684
+1,333
PFE icon
241
Pfizer
PFE
$146B
$468K 0.03%
16,651
+2,378
MPC icon
242
Marathon Petroleum
MPC
$75.2B
$466K 0.03%
1,908
+210
ULTA icon
243
Ulta Beauty
ULTA
$20.5B
$466K 0.03%
891
+52
RAMP icon
244
LiveRamp
RAMP
$2.26B
$465K 0.03%
17,543
+2,505
SPEM icon
245
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.5B
$464K 0.03%
9,900
XLI icon
246
State Street Industrial Select Sector SPDR ETF
XLI
$30.6B
$464K 0.03%
2,868
+1,752
IVE icon
247
iShares S&P 500 Value ETF
IVE
$47.4B
$463K 0.03%
2,191
+150
CSX icon
248
CSX Corp
CSX
$87.9B
$454K 0.02%
11,048
+1,941
AEP icon
249
American Electric Power
AEP
$69.3B
$453K 0.02%
3,455
+376
EMR icon
250
Emerson Electric
EMR
$79.1B
$450K 0.02%
3,436
+469
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10
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