AWM
Angeles Wealth Management Portfolio holdings
AUM
$1.46B
1-Year Est. Return
15.45%
1 Year Est. Return
+15.45%
AUM
$1.46B
AUM Growth
+$254M
(+21%)
Holding
459
Top Buys
| 1 | +$38.1M | |
| 2 | +$16.5M | |
| 3 | +$15M | |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
+$15M |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$4.87M |
Top Sells
| 1 | +$16.9M | |
| 2 | +$7.05M | |
| 3 | +$2.6M | |
| 4 |
Polaris
PII
|
+$895K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
451
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.31B
| – | – |
-106
|
|
||
452
Vanguard Materials ETF
VAW
$2.78B
| – | – |
-48
|
|
||
453
Vanguard Consumer Discretionary ETF
VCR
$6.55B
| – | – |
-126
|
|
||
454
iShares MSCI USA Value Factor ETF
VLUE
$8.45B
| – | – |
-3,000
|
|
||
455
Vanguard Communication Services ETF
VOX
$5.86B
| – | – |
-275
|
|
||
456
Waste Connections
WCN
$44.7B
| – | – |
-1,032
|
|
||
457
The Communication Services Select Sector SPDR Fund
XLC
$28B
| – | – |
-900
|
|
||
458
Global X S&P 500 Covered Call ETF
XYLD
$3.13B
| – | – |
-500
|
|
||
|
STRK
459
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$648M
| – | – |
-290
|
|