AWM

Angeles Wealth Management Portfolio holdings

AUM $1.63B
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$5.7M
3
+$4.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.52M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.05M

Top Sells

1
+$648K
2
+$445K
3
+$443K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$440K
5
JMSI icon
JPMorgan Sustainable Municipal Income ETF
JMSI
+$425K

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
JPM icon
26
JPMorgan Chase
JPM
$803B
$9.07M 0.56%
28,747
+10,893
META icon
27
Meta Platforms (Facebook)
META
$1.66T
$9.01M 0.55%
12,266
+2,651
V icon
28
Visa
V
$629B
$8.16M 0.5%
23,915
+5,676
BKLN icon
29
Invesco Senior Loan ETF
BKLN
$7.59B
$7.56M 0.46%
360,967
+50,500
PFF icon
30
iShares Preferred and Income Securities ETF
PFF
$14.3B
$7.43M 0.46%
234,899
+28,683
BABA icon
31
Alibaba
BABA
$414B
$6.74M 0.41%
37,737
+64
AVGO icon
32
Broadcom
AVGO
$1.52T
$6.66M 0.41%
20,183
+854
SHY icon
33
iShares 1-3 Year Treasury Bond ETF
SHY
$23.6B
$5.67M 0.35%
68,360
+2,006
HD icon
34
Home Depot
HD
$382B
$5.13M 0.31%
12,672
+76
VEA icon
35
Vanguard FTSE Developed Markets ETF
VEA
$204B
$5.03M 0.31%
83,991
+9,747
TLH icon
36
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
$5.03M 0.31%
48,793
+5,186
SUB icon
37
iShares Short-Term National Muni Bond ETF
SUB
$10.5B
$4.81M 0.29%
45,034
-6,067
TSLA icon
38
Tesla
TSLA
$1.49T
$4.77M 0.29%
10,737
+234
IWF icon
39
iShares Russell 1000 Growth ETF
IWF
$122B
$4.6M 0.28%
9,817
+151
SHW icon
40
Sherwin-Williams
SHW
$86.4B
$4.24M 0.26%
12,255
+28
LLY icon
41
Eli Lilly
LLY
$953B
$4.17M 0.26%
5,471
-243
MA icon
42
Mastercard
MA
$471B
$3.93M 0.24%
6,905
-76
TSM icon
43
TSMC
TSM
$1.74T
$3.86M 0.24%
13,812
+8,271
WFC icon
44
Wells Fargo
WFC
$269B
$3.82M 0.23%
45,627
+110
BRK.A icon
45
Berkshire Hathaway Class A
BRK.A
$1.04T
$3.77M 0.23%
5
GE icon
46
GE Aerospace
GE
$308B
$3.45M 0.21%
11,482
+7,810
ABBV icon
47
AbbVie
ABBV
$388B
$3.45M 0.21%
14,886
+448
NFLX icon
48
Netflix
NFLX
$365B
$3.11M 0.19%
25,940
-1,090
JNJ icon
49
Johnson & Johnson
JNJ
$530B
$2.93M 0.18%
15,821
+745
IVV icon
50
iShares Core S&P 500 ETF
IVV
$767B
$2.91M 0.18%
4,355
+956
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