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
CVX icon
76
Chevron
CVX
$333B
$1.68M 0.1%
10,818
+1,221
GBTC icon
77
Grayscale Bitcoin Trust
GBTC
$35.7B
$1.67M 0.1%
18,648
WMT icon
78
Walmart Inc
WMT
$938B
$1.66M 0.1%
16,090
+327
SGOV icon
79
iShares 0-3 Month Treasury Bond ETF
SGOV
$70.7B
$1.63M 0.1%
16,217
+11,443
EVR icon
80
Evercore
EVR
$14B
$1.62M 0.1%
4,813
NOW icon
81
ServiceNow
NOW
$140B
$1.57M 0.1%
8,550
-175
RTX icon
82
RTX Corp
RTX
$263B
$1.56M 0.1%
9,320
+60
UNP icon
83
Union Pacific
UNP
$136B
$1.51M 0.09%
6,390
-119
PAGP icon
84
Plains GP Holdings
PAGP
$4.02B
$1.51M 0.09%
82,539
+19,550
SPYG icon
85
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.5B
$1.49M 0.09%
14,292
IJH icon
86
iShares Core S&P Mid-Cap ETF
IJH
$108B
$1.46M 0.09%
22,382
-676
ABT icon
87
Abbott
ABT
$187B
$1.44M 0.09%
10,781
-19
CSCO icon
88
Cisco
CSCO
$295B
$1.34M 0.08%
19,586
-249
IWD icon
89
iShares Russell 1000 Value ETF
IWD
$69.8B
$1.34M 0.08%
6,564
+580
F icon
90
Ford
F
$54B
$1.33M 0.08%
111,597
+1,302
PII icon
91
Polaris
PII
$3.89B
$1.31M 0.08%
22,450
-1,200
PLTR icon
92
Palantir
PLTR
$404B
$1.29M 0.08%
7,094
+306
BKNG icon
93
Booking.com
BKNG
$164B
$1.29M 0.08%
239
+1
TJX icon
94
TJX Companies
TJX
$170B
$1.26M 0.08%
8,731
+166
LIN icon
95
Linde
LIN
$211B
$1.26M 0.08%
2,648
-65
PM icon
96
Philip Morris
PM
$269B
$1.22M 0.08%
7,538
-62
IDEV icon
97
iShares Core MSCI International Developed Markets ETF
IDEV
$25.7B
$1.2M 0.07%
14,996
+1,013
DIS icon
98
Walt Disney
DIS
$198B
$1.2M 0.07%
10,485
+228
QQQ icon
99
Invesco QQQ Trust
QQQ
$410B
$1.17M 0.07%
1,942
+2
MCD icon
100
McDonald's
MCD
$220B
$1.16M 0.07%
3,831
-26
2 3
4
5 6