AWM
Angeles Wealth Management Portfolio holdings
AUM
$1.81B
1-Year Est. Return
19.27%
This Fund
S&P 500
1 Year Est. Return
+19.27%
AUM
$1.63B
AUM Growth
+$173M
(+12%)
Holding
451
Top Buys
| 1 | +$8.94M | |
| 2 | +$5.55M | |
| 3 | +$4.48M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$4.36M |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$3.9M |
Top Sells
| 1 | +$648K | |
| 2 | +$440K | |
| 3 | +$427K | |
| 4 |
JPMorgan Sustainable Municipal Income ETF
JMSI
|
+$425K |
| 5 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$422K |
Sector Composition
| 1 | Technology | 9.61% |
| 2 | Financials | 5.9% |
| 3 | Consumer Discretionary | 3.1% |
| 4 | Communication Services | 2.16% |
| 5 | Healthcare | 2.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
United Parcel Service
UPS
$85.7B
| – | – |
-2,670
|
|