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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
BABA icon
51
Alibaba
BABA
$288B
$3.8M 0.21%
30,321
+219
GE icon
52
GE Aerospace
GE
$336B
$3.75M 0.2%
13,209
+1,487
PWR icon
53
Quanta Services
PWR
$104B
$3.74M 0.2%
6,812
-79
VWO icon
54
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$3.7M 0.2%
68,488
+161
BRK.A icon
55
Berkshire Hathaway Class A
BRK.A
$1.04T
$3.59M 0.2%
5
CVX icon
56
Chevron
CVX
$377B
$3.27M 0.18%
15,785
+2,694
WMT icon
57
Walmart Inc
WMT
$954B
$3.08M 0.17%
24,725
+2,926
PEP icon
58
PepsiCo
PEP
$192B
$3.01M 0.16%
19,367
+511
GEV icon
59
GE Vernova
GEV
$251B
$2.96M 0.16%
3,384
+236
NFLX icon
60
Netflix
NFLX
$348B
$2.78M 0.15%
28,897
+2,282
CTAS icon
61
Cintas
CTAS
$69.5B
$2.77M 0.15%
16,402
+249
IWF icon
62
iShares Russell 1000 Growth ETF
IWF
$127B
$2.77M 0.15%
25,948
-2,300
SCHB icon
63
Schwab US Broad Market ETF
SCHB
$42.4B
$2.73M 0.15%
108,801
+492
RTX icon
64
RTX Corp
RTX
$241B
$2.66M 0.14%
13,777
+1,092
MU icon
65
Micron Technology
MU
$1.07T
$2.48M 0.14%
7,346
+885
TMO icon
66
Thermo Fisher Scientific
TMO
$175B
$2.42M 0.13%
4,914
+37
IVV icon
67
iShares Core S&P 500 ETF
IVV
$835B
$2.38M 0.13%
3,646
-102
CL icon
68
Colgate-Palmolive
CL
$68.9B
$2.37M 0.13%
27,782
+1,659
CSCO icon
69
Cisco
CSCO
$489B
$2.29M 0.12%
29,520
+3,156
TJX icon
70
TJX Companies
TJX
$176B
$2.27M 0.12%
14,205
+685
MCD icon
71
McDonald's
MCD
$197B
$2.27M 0.12%
7,293
+323
BAC icon
72
Bank of America
BAC
$381B
$2.23M 0.12%
45,844
+1,908
ISRG icon
73
Intuitive Surgical
ISRG
$148B
$2.2M 0.12%
4,763
+137
LRCX icon
74
Lam Research
LRCX
$406B
$2.17M 0.12%
10,158
+2,015
SUB icon
75
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$2.15M 0.12%
20,218
-17,897
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3
4 5