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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
BBVA icon
326
Banco Bilbao Vizcaya Argentaria
BBVA
$125B
$290K 0.02%
13,387
+3,882
LVS icon
327
Las Vegas Sands
LVS
$34.2B
$289K 0.02%
5,372
-873
ARCC icon
328
Ares Capital
ARCC
$13.6B
$288K 0.02%
16,000
KR icon
329
Kroger
KR
$39B
$287K 0.02%
+3,963
IMO icon
330
Imperial Oil
IMO
$57.5B
$285K 0.02%
+2,170
TRV icon
331
Travelers Companies
TRV
$63.6B
$284K 0.02%
974
+102
KTOS icon
332
Kratos Defense & Security Solutions
KTOS
$10.4B
$284K 0.02%
4,026
-2,127
GSK icon
333
GSK
GSK
$103B
$283K 0.02%
+5,092
VRT icon
334
Vertiv
VRT
$109B
$283K 0.02%
+1,128
MPWR icon
335
Monolithic Power Systems
MPWR
$72.9B
$283K 0.02%
+258
ROST icon
336
Ross Stores
ROST
$73B
$281K 0.02%
+1,295
PCG icon
337
PG&E
PCG
$36.7B
$278K 0.02%
15,769
-389
TIP icon
338
iShares TIPS Bond ETF
TIP
$14.8B
$278K 0.02%
2,516
CARR icon
339
Carrier Global
CARR
$58.5B
$276K 0.02%
4,897
+330
TSLX icon
340
Sixth Street Specialty
TSLX
$1.64B
$276K 0.02%
15,000
NCNO icon
341
nCino
NCNO
$1.68B
$275K 0.01%
18,337
+5,417
VTR icon
342
Ventas
VTR
$40B
$274K 0.01%
3,329
+128
TRIN icon
343
Trinity Capital
TRIN
$1.52B
$273K 0.01%
18,553
SRE icon
344
Sempra
SRE
$59.1B
$272K 0.01%
2,782
+503
DFUS icon
345
Dimensional US Equity ETF
DFUS
$20B
$272K 0.01%
+3,830
HSBC icon
346
HSBC
HSBC
$306B
$270K 0.01%
+3,190
RMD icon
347
ResMed
RMD
$28.4B
$270K 0.01%
1,204
-12
SNDK
348
Sandisk
SNDK
$243B
$265K 0.01%
+417
SO icon
349
Southern Company
SO
$104B
$264K 0.01%
+2,739
TTE icon
350
TotalEnergies
TTE
$196B
$260K 0.01%
+2,840
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