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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
GM icon
301
General Motors
GM
$75.5B
$330K 0.02%
4,431
+654
O icon
302
Realty Income
O
$57.1B
$328K 0.02%
5,335
+309
SNOW icon
303
Snowflake
SNOW
$83.1B
$327K 0.02%
2,165
+838
TSCO icon
304
Tractor Supply
TSCO
$15.7B
$325K 0.02%
7,185
+109
HESM icon
305
Hess Midstream
HESM
$4.95B
$323K 0.02%
8,300
NOK icon
306
Nokia
NOK
$77.3B
$322K 0.02%
40,076
+2,270
GDX icon
307
VanEck Gold Miners ETF
GDX
$23.6B
$321K 0.02%
+3,500
FTNT icon
308
Fortinet
FTNT
$101B
$321K 0.02%
3,929
-762
IGOV icon
309
iShares International Treasury Bond ETF
IGOV
$1.42B
$320K 0.02%
+7,784
OKE icon
310
Oneok
OKE
$55.3B
$319K 0.02%
3,531
+52
ITW icon
311
Illinois Tool Works
ITW
$73.8B
$314K 0.02%
1,200
+13
DFAT icon
312
Dimensional US Targeted Value ETF
DFAT
$14.1B
$313K 0.02%
5,018
+3,895
FAST icon
313
Fastenal
FAST
$53.5B
$313K 0.02%
6,738
+524
USFD icon
314
US Foods
USFD
$19.7B
$311K 0.02%
3,378
+217
WBD icon
315
Warner Bros
WBD
$66.6B
$310K 0.02%
11,304
+1,002
WCN
316
Waste Connections
WCN
$40B
$306K 0.02%
+1,886
RGEN icon
317
Repligen
RGEN
$7.34B
$305K 0.02%
2,587
+555
SCHX icon
318
Schwab US Large- Cap ETF
SCHX
$70.8B
$300K 0.02%
11,693
+11,066
TRGP icon
319
Targa Resources
TRGP
$56.7B
$296K 0.02%
+1,182
STT icon
320
State Street
STT
$45.2B
$296K 0.02%
2,340
+106
SNPS icon
321
Synopsys
SNPS
$89.1B
$294K 0.02%
742
+90
WDC icon
322
Western Digital
WDC
$178B
$294K 0.02%
+1,087
DVY icon
323
iShares Select Dividend ETF
DVY
$22.6B
$293K 0.02%
1,938
+672
CMCSA icon
324
Comcast
CMCSA
$85.2B
$293K 0.02%
10,211
+3,317
EQIX icon
325
Equinix
EQIX
$105B
$293K 0.02%
+299
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