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
$1.81B
AUM Growth
+$183M
(+11%)
Holding
497
Top Buys
| 1 | +$16.4M | |
| 2 | +$14.4M | |
| 3 | +$10.5M | |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$10.5M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$7.92M |
Top Sells
| 1 | +$31.8M | |
| 2 | +$2.29M | |
| 3 | +$1.31M | |
| 4 |
Alibaba
BABA
|
+$1.24M |
| 5 |
Dimensional US Marketwide Value ETF
DFUV
|
+$799K |
Sector Composition
| 1 | Technology | 9.94% |
| 2 | Financials | 4.06% |
| 3 | Consumer Discretionary | 3.03% |
| 4 | Healthcare | 2.55% |
| 5 | Communication Services | 2.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Merck
MRK
$289B
| $3.66M | 0.2% |
34,445
+1,098
|
|
||
52
GE Aerospace
GE
$342B
| $3.62M | 0.2% |
11,722
+240
|
|
||
53
Exxon Mobil
XOM
$617B
| $3.46M | 0.19% |
28,776
+5,827
|
|
||
54
iShares Russell 1000 Growth ETF
IWF
$117B
| $3.34M | 0.18% |
7,062
-2,755
|
|
||
55
Cintas
CTAS
$78.5B
| $3.04M | 0.17% |
16,153
+7,320
|
|
||
56
Quanta Services
PWR
$84.4B
| $2.91M | 0.16% |
6,891
+129
|
|
||
57
Schwab US Broad Market ETF
SCHB
$38.1B
| $2.84M | 0.16% |
108,309
+8,082
|
|
||
58
Thermo Fisher Scientific
TMO
$186B
| $2.83M | 0.16% |
4,877
+69
|
|
||
59
Intuit
INTU
$126B
| $2.8M | 0.15% |
4,228
+159
|
|
||
60
PepsiCo
PEP
$220B
| $2.73M | 0.15% |
18,856
+4,492
|
|
||
61
Intuitive Surgical
ISRG
$173B
| $2.62M | 0.14% |
4,626
+230
|
|
||
62
iShares Core S&P 500 ETF
IVV
$736B
| $2.57M | 0.14% |
3,748
-607
|
|
||
63
Netflix
NFLX
$409B
| $2.5M | 0.14% |
26,615
+675
|
|
||
64
Walmart Inc
WMT
$997B
| $2.43M | 0.13% |
21,799
+5,709
|
|
||
65
Bank of America
BAC
$348B
| $2.42M | 0.13% |
43,936
+3,406
|
|
||
66
RTX Corp
RTX
$278B
| $2.33M | 0.13% |
12,685
+3,365
|
|
||
67
Carter's
CRI
$1.24B
| $2.3M | 0.13% |
70,904
|
|
||
68
Cigna
CI
$69.2B
| $2.18M | 0.12% |
7,917
-55
|
|
||
69
McDonald's
MCD
$234B
| $2.13M | 0.12% |
6,970
+3,139
|
|
||
70
TJX Companies
TJX
$177B
| $2.08M | 0.11% |
13,520
+4,789
|
|
||
71
Colgate-Palmolive
CL
$74.1B
| $2.06M | 0.11% |
26,123
-2,265
|
|
||
72
Moody's
MCO
$80.2B
| $2.06M | 0.11% |
4,034
+27
|
|
||
73
GE Vernova
GEV
$226B
| $2.06M | 0.11% |
3,148
+77
|
|
||
74
Blackstone
BX
$86.1B
| $2.04M | 0.11% |
13,203
+429
|
|
||
75
Cisco
CSCO
$307B
| $2.03M | 0.11% |
26,364
+6,778
|
|