AWM
Angeles Wealth Management Portfolio holdings
AUM
$1.46B
1-Year Est. Return
15.45%
1 Year Est. Return
+15.45%
AUM
$1.2B
AUM Growth
-$9.67M
(-0.8%)
Holding
388
Top Buys
| 1 | +$16.7M | |
| 2 | +$7.47M | |
| 3 | +$6.77M | |
| 4 |
Ares Management
ARES
|
+$5.97M |
| 5 |
Vanguard Mega Cap Growth ETF
MGK
|
+$4.87M |
Top Sells
| 1 | +$21.9M | |
| 2 | +$1.37M | |
| 3 | +$710K | |
| 4 |
iShares MSCI World ETF
URTH
|
+$693K |
| 5 |
Marriott International
MAR
|
+$585K |
Sector Composition
| 1 | Technology | 7.99% |
| 2 | Financials | 6.18% |
| 3 | Consumer Discretionary | 3.1% |
| 4 | Healthcare | 2.61% |
| 5 | Communication Services | 1.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
US Bancorp
USB
$74.4B
| – | – |
-4,647
|
|
||
377
Ambev
ABEV
$34.6B
| – | – |
-19,636
|
|
||
378
Applovin
APP
$218B
| – | – |
-630
|
|
||
379
Blackbaud
BLKB
$3.13B
| – | – |
-3,508
|
|
||
380
Popular Inc
BPOP
$7.53B
| – | – |
-2,186
|
|
||
381
CSX Corp
CSX
$67B
| – | – |
-9,453
|
|
||
382
Dimensional California Municipal Bond ETF
DFCA
$511M
| – | – |
-2,002
|
|
||
383
Dow Inc
DOW
$18.3B
| – | – |
-8,573
|
|
||
384
GoDaddy
GDDY
$18.3B
| – | – |
-1,074
|
|
||
385
General Mills
GIS
$25.8B
| – | – |
-4,130
|
|
||
386
General Motors
GM
$64.7B
| – | – |
-4,465
|
|
||
387
iShares Russell Mid-Cap Value ETF
IWS
$14.3B
| – | – |
-44
|
|
||
|
388
Marriott International
MAR
$73.6B
| – | – |
-2,096
|
|