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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
BEN icon
351
Franklin Resources
BEN
$16.4B
$258K 0.01%
10,769
+90
WST icon
352
West Pharmaceutical
WST
$23.7B
$258K 0.01%
1,029
+89
GUNR icon
353
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.07B
$257K 0.01%
4,664
PRLB icon
354
Protolabs
PRLB
$1.79B
$256K 0.01%
+4,490
MMSI icon
355
Merit Medical Systems
MMSI
$4.03B
$256K 0.01%
3,709
+1,258
AJG icon
356
Arthur J. Gallagher & Co
AJG
$55.6B
$253K 0.01%
1,170
-78
CEG icon
357
Constellation Energy
CEG
$89.4B
$253K 0.01%
905
+305
TAK icon
358
Takeda Pharmaceutical
TAK
$49.8B
$251K 0.01%
13,535
+1,921
XLV icon
359
State Street Health Care Select Sector SPDR ETF
XLV
$39.4B
$250K 0.01%
1,708
-300
THG icon
360
Hanover Insurance
THG
$6.72B
$250K 0.01%
+1,444
DRI icon
361
Darden Restaurants
DRI
$22.9B
$250K 0.01%
+1,274
WPM icon
362
Wheaton Precious Metals
WPM
$50.6B
$249K 0.01%
+1,896
KWR icon
363
Quaker Houghton
KWR
$2.51B
$247K 0.01%
+1,992
INV
364
Innventure Inc
INV
$471M
$246K 0.01%
62,957
-6,000
IWO icon
365
iShares Russell 2000 Growth ETF
IWO
$14.2B
$245K 0.01%
780
SAN icon
366
Banco Santander
SAN
$176B
$244K 0.01%
+21,653
UBS icon
367
UBS Group
UBS
$157B
$244K 0.01%
+6,241
CFG icon
368
Citizens Financial Group
CFG
$27.7B
$243K 0.01%
4,046
+532
UL icon
369
Unilever
UL
$124B
$242K 0.01%
+4,206
VEU icon
370
Vanguard FTSE All-World ex-US ETF
VEU
$64.9B
$241K 0.01%
3,213
-3,564
BBEU icon
371
JPMorgan BetaBuilders Europe ETF
BBEU
$9B
$240K 0.01%
3,308
GSLC icon
372
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.1B
$238K 0.01%
1,900
ICE icon
373
Intercontinental Exchange
ICE
$79.9B
$232K 0.01%
+1,478
CRH icon
374
CRH
CRH
$68.9B
$230K 0.01%
+2,183
UPS icon
375
United Parcel Service
UPS
$91.5B
$229K 0.01%
2,325
+228
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