We are live on ! Find out more
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
UNP icon
76
Union Pacific
UNP
$160B
$2.13M 0.12%
8,784
+255
WHR icon
77
Whirlpool
WHR
$2.56B
$2.09M 0.11%
38,697
+25,663
FOXF icon
78
Fox Factory Holding Corp
FOXF
$741M
$1.98M 0.11%
120,316
+25,682
FNDX icon
79
Schwab Fundamental US Large Company Index ETF
FNDX
$25.4B
$1.97M 0.11%
70,728
+3,243
PAGP icon
80
Plains GP Holdings
PAGP
$4.87B
$1.96M 0.11%
80,894
SCHF icon
81
Schwab International Equity ETF
SCHF
$64.6B
$1.96M 0.11%
79,348
+2,113
QCOM icon
82
Qualcomm
QCOM
$230B
$1.89M 0.1%
14,661
+2,975
ETN icon
83
Eaton
ETN
$157B
$1.86M 0.1%
5,188
+720
AVPT icon
84
AvePoint
AVPT
$2.26B
$1.78M 0.1%
+187,493
MCO icon
85
Moody's
MCO
$77.5B
$1.75M 0.1%
4,007
-27
IVW icon
86
iShares S&P 500 Growth ETF
IVW
$73.5B
$1.62M 0.09%
14,345
AMAT icon
87
Applied Materials
AMAT
$391B
$1.61M 0.09%
4,721
-67
PM icon
88
Philip Morris
PM
$274B
$1.61M 0.09%
9,671
+1,127
FRDM icon
89
Freedom 100 Emerging Markets ETF
FRDM
$3.36B
$1.61M 0.09%
29,257
-265
IWM icon
90
iShares Russell 2000 ETF
IWM
$78.5B
$1.59M 0.09%
6,428
+125
BX icon
91
Blackstone
BX
$139B
$1.5M 0.08%
13,076
-127
IWD icon
92
iShares Russell 1000 Value ETF
IWD
$75.1B
$1.49M 0.08%
6,966
+34
KO icon
93
Coca-Cola
KO
$342B
$1.47M 0.08%
19,251
+2,049
NOW icon
94
ServiceNow
NOW
$118B
$1.47M 0.08%
14,018
+5,006
GS icon
95
Goldman Sachs
GS
$308B
$1.46M 0.08%
1,731
-17
EVR icon
96
Evercore
EVR
$13.2B
$1.46M 0.08%
4,892
+79
LIN icon
97
Linde
LIN
$232B
$1.45M 0.08%
2,918
+233
CMI icon
98
Cummins
CMI
$92.8B
$1.42M 0.08%
2,638
+23
COP icon
99
ConocoPhillips
COP
$145B
$1.42M 0.08%
10,740
+1,244
HCA icon
100
HCA Healthcare
HCA
$80.2B
$1.42M 0.08%
2,994
+127
2 3
4
5 6