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
PWR icon
51
Quanta Services
PWR
$69.9B
$2.8M 0.17%
6,762
-1
MRK icon
52
Merck
MRK
$269B
$2.8M 0.17%
33,347
+2,415
INTU icon
53
Intuit
INTU
$157B
$2.78M 0.17%
4,069
+3,199
XOM icon
54
Exxon Mobil
XOM
$569B
$2.59M 0.16%
22,949
-3,247
SCHB icon
55
Schwab US Broad Market ETF
SCHB
$38.8B
$2.58M 0.16%
100,227
TMO icon
56
Thermo Fisher Scientific
TMO
$235B
$2.33M 0.14%
4,808
+1,187
CI icon
57
Cigna
CI
$74.6B
$2.3M 0.14%
7,972
+5,583
CL icon
58
Colgate-Palmolive
CL
$69.9B
$2.27M 0.14%
28,388
-1,143
BX icon
59
Blackstone
BX
$116B
$2.18M 0.13%
12,774
+95
BAC icon
60
Bank of America
BAC
$373B
$2.09M 0.13%
40,530
+403
UBER icon
61
Uber
UBER
$171B
$2.08M 0.13%
21,269
+12,441
PEP icon
62
PepsiCo
PEP
$198B
$2.02M 0.12%
14,364
+1,679
CRI icon
63
Carter's
CRI
$1.3B
$2M 0.12%
70,904
-73
CPNG icon
64
Coupang
CPNG
$36.5B
$1.99M 0.12%
61,728
-348
ISRG icon
65
Intuitive Surgical
ISRG
$186B
$1.97M 0.12%
4,396
-293
MCO icon
66
Moody's
MCO
$93.5B
$1.91M 0.12%
4,007
-68
VWO icon
67
Vanguard FTSE Emerging Markets ETF
VWO
$112B
$1.9M 0.12%
35,125
+10,542
HOOD icon
68
Robinhood
HOOD
$96.2B
$1.89M 0.12%
13,212
-7
GEV icon
69
GE Vernova
GEV
$178B
$1.89M 0.12%
3,071
+1,824
QCOM icon
70
Qualcomm
QCOM
$167B
$1.86M 0.11%
11,196
+945
VIG icon
71
Vanguard Dividend Appreciation ETF
VIG
$104B
$1.85M 0.11%
8,563
-9
CTAS icon
72
Cintas
CTAS
$77.2B
$1.81M 0.11%
8,833
-314
FNDX icon
73
Schwab Fundamental US Large Company Index ETF
FNDX
$23.1B
$1.77M 0.11%
67,485
SCHF icon
74
Schwab International Equity ETF
SCHF
$58.2B
$1.77M 0.11%
75,820
ORCL icon
75
Oracle
ORCL
$509B
$1.75M 0.11%
6,239
+347
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3
4 5