AWM

Angeles Wealth Management Portfolio holdings

AUM $1.46B
1-Year Est. Return 15.45%
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$16.5M
3
+$15M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$15M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.87M

Top Sells

1
+$16.9M
2
+$7.05M
3
+$2.6M
4
PII icon
Polaris
PII
+$895K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$473K

Sector Composition

1 Technology 8.83%
2 Financials 5.96%
3 Consumer Discretionary 2.94%
4 Healthcare 2.17%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CDNS icon
326
Cadence Design Systems
CDNS
$95.8B
$208K 0.01%
+674
EBAY icon
327
eBay
EBAY
$44.8B
$205K 0.01%
+2,755
DPZ icon
328
Domino's
DPZ
$13.9B
$205K 0.01%
455
+16
IUSV icon
329
iShares Core S&P US Value ETF
IUSV
$23B
$204K 0.01%
2,151
TT icon
330
Trane Technologies
TT
$95.3B
$203K 0.01%
+465
VST icon
331
Vistra
VST
$67.5B
$203K 0.01%
+1,049
ULST icon
332
SPDR SSGA Ultra Short Term Bond ETF
ULST
$633M
$203K 0.01%
5,000
JPST icon
333
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$203K 0.01%
4,000
-776
WDAY icon
334
Workday
WDAY
$63.8B
$202K 0.01%
+842
ICE icon
335
Intercontinental Exchange
ICE
$91.5B
$201K 0.01%
+1,097
VRSN icon
336
VeriSign
VRSN
$22.9B
$201K 0.01%
+696
BTC
337
Grayscale Bitcoin Mini Trust ETF
BTC
$5.02B
$200K 0.01%
+4,196
TAK icon
338
Takeda Pharmaceutical
TAK
$44.8B
$200K 0.01%
+12,950
WST icon
339
West Pharmaceutical
WST
$20.7B
$200K 0.01%
+915
NOK icon
340
Nokia
NOK
$34.2B
$195K 0.01%
37,563
+365
AVDV icon
341
Avantis International Small Cap Value ETF
AVDV
$12.7B
$178K 0.01%
2,249
+1,317
IYW icon
342
iShares US Technology ETF
IYW
$23.3B
$174K 0.01%
1,006
+360
PCG icon
343
PG&E
PCG
$36.1B
$170K 0.01%
12,220
-393
DVYE icon
344
iShares Emerging Markets Dividend ETF
DVYE
$938M
$166K 0.01%
5,797
VGIT icon
345
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.2B
$160K 0.01%
+2,671
SOXX icon
346
iShares Semiconductor ETF
SOXX
$16.6B
$157K 0.01%
657
-150
XLY icon
347
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.7B
$145K 0.01%
665
+365
DVY icon
348
iShares Select Dividend ETF
DVY
$20.9B
$144K 0.01%
1,086
+20
DIHP icon
349
Dimensional International High Profitability ETF
DIHP
$4.65B
$135K 0.01%
4,565
-3,996
IXN icon
350
iShares Global Tech ETF
IXN
$6.67B
$131K 0.01%
1,420
12 13
14
15 16