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AWM

Angeles Wealth Management Portfolio holdings

AUM $1.84B
1-Year Est. Return 19.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.84B
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$7.27M
3
+$6.94M
4
VT icon
Vanguard Total World Stock ETF
VT
+$6.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.59M

Top Sells

1
+$7.18M
2
+$1.92M
3
+$1.41M
4
INTU icon
Intuit
INTU
+$1.38M
5
CRI icon
Carter's
CRI
+$1.3M

Sector Composition

1 Technology 9.51%
2 Financials 3.86%
3 Consumer Discretionary 3.2%
4 Communication Services 2.7%
5 Healthcare 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COST icon
26
Costco
COST
$432B
$10.7M 0.58%
10,785
+644
JPM icon
27
JPMorgan Chase
JPM
$834B
$10.5M 0.57%
35,718
+1,778
BKLN icon
28
Invesco Senior Loan ETF
BKLN
$7.13B
$9.08M 0.49%
445,052
+35,072
PFF icon
29
iShares Preferred and Income Securities ETF
PFF
$13.5B
$8.66M 0.47%
285,545
+23,002
META icon
30
Meta Platforms (Facebook)
META
$1.49T
$8.28M 0.45%
14,468
+1,470
V icon
31
Visa
V
$608B
$8.27M 0.45%
27,376
+1,583
SHY icon
32
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$7.84M 0.43%
94,954
-14,672
IDV icon
33
iShares International Select Dividend ETF
IDV
$8.44B
$7.75M 0.42%
182,000
TLH icon
34
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$7.13M 0.39%
70,782
+5,376
LLY icon
35
Eli Lilly
LLY
$1.02T
$6.86M 0.37%
7,458
+732
EFA icon
36
iShares MSCI EAFE ETF
EFA
$75.9B
$6.77M 0.37%
69,683
+111
TSLA icon
37
Tesla
TSLA
$1.54T
$6.46M 0.35%
17,377
+5,816
VEA icon
38
Vanguard FTSE Developed Markets ETF
VEA
$225B
$5.46M 0.3%
85,156
+3,913
TSM icon
39
TSMC
TSM
$2.21T
$5.4M 0.29%
15,942
-578
XOM icon
40
Exxon Mobil
XOM
$629B
$5.35M 0.29%
31,530
+2,754
JNJ icon
41
Johnson & Johnson
JNJ
$559B
$4.96M 0.27%
20,301
+1,310
MRK icon
42
Merck
MRK
$295B
$4.55M 0.25%
37,583
+3,138
ABBV icon
43
AbbVie
ABBV
$394B
$4.52M 0.25%
20,775
+412
MA icon
44
Mastercard
MA
$429B
$4.36M 0.24%
8,718
+866
PAA icon
45
Plains All American Pipeline
PAA
$16.1B
$4.31M 0.23%
+192,807
HD icon
46
Home Depot
HD
$309B
$4.23M 0.23%
12,866
-687
VYMI icon
47
Vanguard International High Dividend Yield ETF
VYMI
$19.2B
$4.15M 0.23%
44,000
WFC icon
48
Wells Fargo
WFC
$248B
$4.03M 0.22%
50,683
+2,116
GLD icon
49
SPDR Gold Trust
GLD
$143B
$4.01M 0.22%
9,320
+7,137
SHW icon
50
Sherwin-Williams
SHW
$73.9B
$3.9M 0.21%
12,152
+46
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