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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
ADP icon
251
Automatic Data Processing
ADP
$91.7B
$450K 0.02%
2,197
+281
PNC icon
252
PNC Financial Services
PNC
$92B
$449K 0.02%
2,157
+233
BSX icon
253
Boston Scientific
BSX
$73.1B
$449K 0.02%
7,149
+721
MEDP icon
254
Medpace
MEDP
$13.2B
$440K 0.02%
916
-35
SMH icon
255
VanEck Semiconductor ETF
SMH
$67.7B
$440K 0.02%
1,147
AZO icon
256
AutoZone
AZO
$51.5B
$436K 0.02%
129
+30
CDNS icon
257
Cadence Design Systems
CDNS
$109B
$430K 0.02%
1,549
+760
AMT icon
258
American Tower
AMT
$89.7B
$430K 0.02%
2,491
-716
AZN icon
259
AstraZeneca
AZN
$284B
$429K 0.02%
2,176
-163
EXEL icon
260
Exelixis
EXEL
$13.2B
$426K 0.02%
9,933
+1
XLY icon
261
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.5B
$425K 0.02%
3,903
+1,468
SHOP icon
262
Shopify
SHOP
$145B
$425K 0.02%
3,582
+2,312
ED icon
263
Consolidated Edison
ED
$39B
$424K 0.02%
+3,746
DUHP icon
264
Dimensional US High Profitability ETF
DUHP
$12B
$422K 0.02%
11,478
BALL icon
265
Ball Corp
BALL
$14.3B
$418K 0.02%
7,071
-69
ORCL.PRD
266
Oracle Corp Preferred Stock Series D
ORCL.PRD
$414K 0.02%
+9,000
CCI icon
267
Crown Castle
CCI
$40.6B
$411K 0.02%
5,060
-105
DASH icon
268
DoorDash
DASH
$68.7B
$410K 0.02%
2,733
+329
PLD icon
269
Prologis
PLD
$137B
$408K 0.02%
3,090
+400
PH icon
270
Parker-Hannifin
PH
$113B
$406K 0.02%
453
+99
BA.PRA
271
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.77B
$402K 0.02%
6,200
+1,200
ALL icon
272
Allstate
ALL
$56B
$398K 0.02%
1,910
+160
CME icon
273
CME Group
CME
$93.1B
$394K 0.02%
1,335
-163
GWRE icon
274
Guidewire Software
GWRE
$10.4B
$393K 0.02%
2,626
+279
XYL icon
275
Xylem
XYL
$26.3B
$390K 0.02%
3,267
+242
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