AWM

Angeles Wealth Management Portfolio holdings

AUM $1.46B
1-Year Est. Return 15.45%
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$16.5M
3
+$15M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$15M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.87M

Top Sells

1
+$16.9M
2
+$7.05M
3
+$2.6M
4
PII icon
Polaris
PII
+$895K
5
TLH icon
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
V icon
26
Visa
V
$675B
$6.48M 0.44%
18,239
+2,111
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.05T
$6.36M 0.44%
13,083
-346
PFF icon
28
iShares Preferred and Income Securities ETF
PFF
$14.7B
$6.33M 0.43%
206,216
+1,552
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$3.26T
$6.13M 0.42%
34,767
+2,771
SHY icon
30
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$5.5M 0.38%
66,354
+61
SUB icon
31
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$5.43M 0.37%
51,101
+22,827
AVGO icon
32
Broadcom
AVGO
$1.71T
$5.33M 0.37%
19,329
+3,617
JPM icon
33
JPMorgan Chase
JPM
$828B
$5.18M 0.36%
17,854
-133
HD icon
34
Home Depot
HD
$383B
$4.62M 0.32%
12,596
+341
LLY icon
35
Eli Lilly
LLY
$741B
$4.45M 0.31%
5,714
+588
TLH icon
36
iShares 10-20 Year Treasury Bond ETF
TLH
$12.6B
$4.43M 0.3%
43,607
-4,656
BABA icon
37
Alibaba
BABA
$416B
$4.27M 0.29%
37,673
+174
VEA icon
38
Vanguard FTSE Developed Markets ETF
VEA
$181B
$4.23M 0.29%
+74,244
SHW icon
39
Sherwin-Williams
SHW
$83.8B
$4.2M 0.29%
12,227
+41
IWF icon
40
iShares Russell 1000 Growth ETF
IWF
$127B
$4.1M 0.28%
9,666
+640
MA icon
41
Mastercard
MA
$517B
$3.92M 0.27%
6,981
+677
WFC icon
42
Wells Fargo
WFC
$274B
$3.65M 0.25%
45,517
+878
BRK.A icon
43
Berkshire Hathaway Class A
BRK.A
$1.05T
$3.64M 0.25%
5
NFLX icon
44
Netflix
NFLX
$464B
$3.62M 0.25%
2,703
+240
TSLA icon
45
Tesla
TSLA
$1.5T
$3.34M 0.23%
10,503
+1,358
XOM icon
46
Exxon Mobil
XOM
$494B
$2.82M 0.19%
26,196
-4,045
CL icon
47
Colgate-Palmolive
CL
$62.9B
$2.68M 0.18%
29,531
+3,176
ABBV icon
48
AbbVie
ABBV
$403B
$2.68M 0.18%
14,438
-479
PWR icon
49
Quanta Services
PWR
$65.8B
$2.56M 0.18%
6,763
+1,182
ISRG icon
50
Intuitive Surgical
ISRG
$195B
$2.55M 0.17%
4,689
+436
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