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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
CAH icon
276
Cardinal Health
CAH
$49.4B
$388K 0.02%
1,834
+315
CVLT icon
277
Commault Systems
CVLT
$4.99B
$382K 0.02%
4,909
+891
DFAS icon
278
Dimensional US Small Cap ETF
DFAS
$14.4B
$382K 0.02%
5,372
+5,276
IGF icon
279
iShares Global Infrastructure ETF
IGF
$10.6B
$382K 0.02%
5,700
CHD icon
280
Church & Dwight Co
CHD
$22.9B
$377K 0.02%
4,036
+341
SLV icon
281
iShares Silver Trust
SLV
$31.4B
$376K 0.02%
+5,523
BBCA icon
282
JPMorgan BetaBuilders Canada ETF
BBCA
$10.4B
$375K 0.02%
3,986
TECH icon
283
Bio-Techne
TECH
$8.49B
$370K 0.02%
7,080
+550
DFIC icon
284
Dimensional International Core Equity 2 ETF
DFIC
$13.9B
$369K 0.02%
10,393
FITB
285
Fifth Third Bancorp
FITB
$47.7B
$369K 0.02%
7,869
+1,422
D icon
286
Dominion Energy
D
$58.1B
$369K 0.02%
5,964
-163
FIX icon
287
Comfort Systems
FIX
$62.7B
$368K 0.02%
267
+41
EXR icon
288
Extra Space Storage
EXR
$31.5B
$366K 0.02%
2,794
+87
GLDM icon
289
SPDR Gold MiniShares Trust
GLDM
$28.9B
$366K 0.02%
3,946
+1,065
DFAC icon
290
Dimensional US Core Equity 2 ETF
DFAC
$46B
$362K 0.02%
9,303
IPGP icon
291
IPG Photonics
IPGP
$4.44B
$361K 0.02%
+3,150
NVT icon
292
nVent Electric
NVT
$26.1B
$360K 0.02%
3,046
+38
ZTS icon
293
Zoetis
ZTS
$34.2B
$359K 0.02%
3,033
+489
HIG icon
294
Hartford Financial Services
HIG
$35.4B
$353K 0.02%
2,600
+289
VTIP icon
295
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.9B
$343K 0.02%
6,876
-921
TT icon
296
Trane Technologies
TT
$103B
$343K 0.02%
822
+153
APP icon
297
Applovin
APP
$175B
$339K 0.02%
852
+211
GD icon
298
General Dynamics
GD
$93.1B
$335K 0.02%
976
+149
BDX icon
299
Becton Dickinson
BDX
$41.7B
$335K 0.02%
2,130
-294
WGO icon
300
Winnebago Industries
WGO
$810M
$330K 0.02%
10,653
10 11
12
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