AWM

Angeles Wealth Management Portfolio holdings

AUM $1.46B
1-Year Est. Return 15.45%
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$16.5M
3
+$15M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$15M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.87M

Top Sells

1
+$16.9M
2
+$7.05M
3
+$2.6M
4
PII icon
Polaris
PII
+$895K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$473K

Sector Composition

1 Technology 8.83%
2 Financials 5.96%
3 Consumer Discretionary 2.94%
4 Healthcare 2.17%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSCO icon
76
Cisco
CSCO
$282B
$1.38M 0.09%
19,835
+143
CVX icon
77
Chevron
CVX
$313B
$1.37M 0.09%
9,597
-676
SPYG icon
78
SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.8B
$1.36M 0.09%
14,292
RTX icon
79
RTX Corp
RTX
$240B
$1.35M 0.09%
9,260
+113
EVR icon
80
Evercore
EVR
$12.7B
$1.3M 0.09%
4,813
-3
ORCL icon
81
Oracle
ORCL
$802B
$1.29M 0.09%
5,892
+407
LIN icon
82
Linde
LIN
$209B
$1.27M 0.09%
2,713
+68
DIS icon
83
Walt Disney
DIS
$202B
$1.27M 0.09%
10,257
+424
TSM icon
84
TSMC
TSM
$1.55T
$1.25M 0.09%
5,541
+1,329
DFUV icon
85
Dimensional US Marketwide Value ETF
DFUV
$12.5B
$1.25M 0.09%
29,648
-4,650
HOOD icon
86
Robinhood
HOOD
$130B
$1.24M 0.08%
13,219
+354
FOXF icon
87
Fox Factory Holding Corp
FOXF
$1.02B
$1.24M 0.08%
47,688
-858
PAGP icon
88
Plains GP Holdings
PAGP
$3.5B
$1.22M 0.08%
62,989
VWO icon
89
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$1.22M 0.08%
24,583
+22,212
FRDM icon
90
Freedom 100 Emerging Markets ETF
FRDM
$1.54B
$1.21M 0.08%
+30,072
WM icon
91
Waste Management
WM
$86.1B
$1.21M 0.08%
5,292
+1,379
RSG icon
92
Republic Services
RSG
$69B
$1.21M 0.08%
4,907
+35
F icon
93
Ford
F
$52.8B
$1.2M 0.08%
110,295
+801
IWD icon
94
iShares Russell 1000 Value ETF
IWD
$65.9B
$1.16M 0.08%
+5,984
PGR icon
95
Progressive
PGR
$127B
$1.16M 0.08%
4,349
+270
MCD icon
96
McDonald's
MCD
$221B
$1.13M 0.08%
3,857
+277
IBM icon
97
IBM
IBM
$293B
$1.12M 0.08%
3,791
+253
PG icon
98
Procter & Gamble
PG
$355B
$1.08M 0.07%
6,802
+8
QQQ icon
99
Invesco QQQ Trust
QQQ
$399B
$1.07M 0.07%
1,940
+356
KO icon
100
Coca-Cola
KO
$301B
$1.07M 0.07%
15,119
-138
2 3
4
5 6