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
$1.63B
AUM Growth
+$173M
(+12%)
Holding
451
Top Buys
| 1 | +$8.94M | |
| 2 | +$5.55M | |
| 3 | +$4.48M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$4.36M |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$3.9M |
Top Sells
| 1 | +$648K | |
| 2 | +$440K | |
| 3 | +$427K | |
| 4 |
JPMorgan Sustainable Municipal Income ETF
JMSI
|
+$425K |
| 5 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$422K |
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 | |
|---|---|---|---|---|---|---|
51
Quanta Services
PWR
$84.4B
| $2.8M | 0.17% |
6,762
-1
|
|
||
52
Merck
MRK
$289B
| $2.8M | 0.17% |
33,347
+2,415
|
|
||
53
Intuit
INTU
$126B
| $2.78M | 0.17% |
4,069
+3,199
|
|
||
54
Exxon Mobil
XOM
$617B
| $2.59M | 0.16% |
22,949
-3,247
|
|
||
55
Schwab US Broad Market ETF
SCHB
$38.1B
| $2.58M | 0.16% |
100,227
|
|
||
56
Thermo Fisher Scientific
TMO
$186B
| $2.33M | 0.14% |
4,808
+1,187
|
|
||
57
Cigna
CI
$69.2B
| $2.3M | 0.14% |
7,972
+5,583
|
|
||
58
Colgate-Palmolive
CL
$74.1B
| $2.27M | 0.14% |
28,388
-1,143
|
|
||
59
Blackstone
BX
$86.1B
| $2.18M | 0.13% |
12,774
+95
|
|
||
60
Bank of America
BAC
$348B
| $2.09M | 0.13% |
40,530
+403
|
|
||
61
Uber
UBER
$149B
| $2.08M | 0.13% |
21,269
+12,441
|
|
||
62
PepsiCo
PEP
$220B
| $2.02M | 0.12% |
14,364
+1,679
|
|
||
63
Carter's
CRI
$1.24B
| $2M | 0.12% |
70,904
-73
|
|
||
64
Coupang
CPNG
$35.1B
| $1.99M | 0.12% |
61,728
-348
|
|
||
65
Intuitive Surgical
ISRG
$173B
| $1.97M | 0.12% |
4,396
-293
|
|
||
66
Moody's
MCO
$80.2B
| $1.91M | 0.12% |
4,007
-68
|
|
||
67
Vanguard FTSE Emerging Markets ETF
VWO
$113B
| $1.9M | 0.12% |
35,125
+10,542
|
|
||
68
Robinhood
HOOD
$70.7B
| $1.89M | 0.12% |
13,212
-7
|
|
||
69
GE Vernova
GEV
$226B
| $1.89M | 0.12% |
3,071
+1,824
|
|
||
70
Qualcomm
QCOM
$144B
| $1.86M | 0.11% |
11,196
+945
|
|
||
71
Vanguard Dividend Appreciation ETF
VIG
$102B
| $1.85M | 0.11% |
8,563
-9
|
|
||
72
Cintas
CTAS
$78.5B
| $1.81M | 0.11% |
8,833
-314
|
|
||
73
Schwab Fundamental US Large Company Index ETF
FNDX
$23.8B
| $1.77M | 0.11% |
67,485
|
|
||
74
Schwab International Equity ETF
SCHF
$58.9B
| $1.77M | 0.11% |
75,820
|
|
||
75
Oracle
ORCL
$429B
| $1.75M | 0.11% |
6,239
+347
|
|