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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
F icon
101
Ford
F
$59.8B
$1.36M 0.07%
117,882
+4,945
ADI icon
102
Analog Devices
ADI
$197B
$1.36M 0.07%
4,275
-51
ORCL icon
103
Oracle
ORCL
$609B
$1.36M 0.07%
9,238
+2,128
LBRT icon
104
Liberty Energy
LBRT
$4.69B
$1.35M 0.07%
+46,860
AMD icon
105
Advanced Micro Devices
AMD
$800B
$1.35M 0.07%
6,617
+633
PLTR icon
106
Palantir
PLTR
$327B
$1.32M 0.07%
9,008
+1,336
VIG icon
107
Vanguard Dividend Appreciation ETF
VIG
$108B
$1.29M 0.07%
6,009
-118
BMY icon
108
Bristol-Myers Squibb
BMY
$113B
$1.27M 0.07%
20,951
+196
MS icon
109
Morgan Stanley
MS
$335B
$1.26M 0.07%
7,670
+1,202
IJH icon
110
iShares Core S&P Mid-Cap ETF
IJH
$119B
$1.26M 0.07%
18,675
-4,412
CRI icon
111
Carter's
CRI
$1.44B
$1.26M 0.07%
35,260
-35,644
LMT icon
112
Lockheed Martin
LMT
$120B
$1.26M 0.07%
2,086
+136
CAT icon
113
Caterpillar
CAT
$422B
$1.26M 0.07%
1,777
+334
PG icon
114
Procter & Gamble
PG
$338B
$1.25M 0.07%
8,664
+382
IBM icon
115
IBM
IBM
$264B
$1.24M 0.07%
5,115
+474
QQQ icon
116
Invesco QQQ Trust
QQQ
$476B
$1.23M 0.07%
2,137
-60
WM icon
117
Waste Management
WM
$86.8B
$1.23M 0.07%
5,348
+366
PII icon
118
Polaris
PII
$3.85B
$1.23M 0.07%
22,498
-32
CPNG icon
119
Coupang
CPNG
$27.2B
$1.21M 0.07%
64,037
+1,585
XLE icon
120
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$1.19M 0.06%
19,392
-537
IAU icon
121
iShares Gold Trust
IAU
$67.2B
$1.18M 0.06%
13,334
+334
AXP icon
122
American Express
AXP
$213B
$1.17M 0.06%
3,882
+276
BLK icon
123
Blackrock
BLK
$154B
$1.17M 0.06%
1,219
+13
IDEV icon
124
iShares Core MSCI International Developed Markets ETF
IDEV
$30B
$1.17M 0.06%
13,983
APH icon
125
Amphenol
APH
$177B
$1.15M 0.06%
9,078
+825
3 4
5
6 7