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AWM
Angeles Wealth Management Portfolio holdings
AUM
$1.84B
1-Year Est. Return
19.37%
This Fund
S&P 500
1 Year Est. Return
+19.37%
AUM
$1.84B
AUM Growth
+$24.5M
(+1.4%)
Holding
559
Top Buys
| 1 | +$19.9M | |
| 2 | +$7.27M | |
| 3 | +$6.94M | |
| 4 |
Vanguard Total World Stock ETF
VT
|
+$6.3M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$4.59M |
Top Sells
| 1 | +$7.18M | |
| 2 | +$1.92M | |
| 3 | +$1.41M | |
| 4 |
Intuit
INTU
|
+$1.38M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
551
Invesco PHLX Semiconductor ETF
SOXQ
$2.48B
| – | – |
-4,775
|
|
||
552
SPS Commerce
SPSC
$2.03B
| – | – |
-2,549
|
|
||
553
Veeva Systems
VEEV
$27.2B
| – | – |
-1,614
|
|
||
554
iShares MSCI USA Value Factor ETF
VLUE
$14.1B
| – | – |
-89
|
|
||
555
State Street SPDR S&P Software & Services ETF
XSW
$414M
| – | – |
-250
|
|
||
556
Global X S&P 500 Covered Call ETF
XYLD
$3.15B
| – | – |
-500
|
|
||
|
ARES.PRB
557
Ares Management Corp 6.75% Series B Preferred Stock
ARES.PRB
$1.25B
| – | – |
-3,200
|
|
||
|
GXDW
558
Global X Funds Global X Dorsey Wright Thematic ETF
GXDW
$7.7M
| – | – |
-529
|
|
||
|
BITW
559
Bitwise 10 Crypto Index ETF
BITW
$604M
| – | – |
-3,948
|
|