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
IDEV icon
101
iShares Core MSCI International Developed Markets ETF
IDEV
$22.6B
$1.06M 0.07%
13,983
VYM icon
102
Vanguard High Dividend Yield ETF
VYM
$65.9B
$1.06M 0.07%
7,959
+2,247
TJX icon
103
TJX Companies
TJX
$159B
$1.06M 0.07%
8,565
+1,424
ACN icon
104
Accenture
ACN
$156B
$1.06M 0.07%
3,536
+210
TOST icon
105
Toast
TOST
$22.7B
$1.04M 0.07%
23,591
+15,001
IEMG icon
106
iShares Core MSCI Emerging Markets ETF
IEMG
$115B
$1.01M 0.07%
16,902
+14,762
MSI icon
107
Motorola Solutions
MSI
$74B
$999K 0.07%
2,377
+55
IVW icon
108
iShares S&P 500 Growth ETF
IVW
$68.1B
$974K 0.07%
8,850
EPD icon
109
Enterprise Products Partners
EPD
$67.5B
$964K 0.07%
31,083
-4,778
PII icon
110
Polaris
PII
$4B
$961K 0.07%
23,650
-22,029
GE icon
111
GE Aerospace
GE
$330B
$945K 0.06%
3,672
+320
AXP icon
112
American Express
AXP
$249B
$927K 0.06%
2,907
+634
PLTR icon
113
Palantir
PLTR
$449B
$925K 0.06%
6,788
+1,375
DHR icon
114
Danaher
DHR
$156B
$914K 0.06%
4,626
+509
NKE icon
115
Nike
NKE
$101B
$910K 0.06%
12,803
-62
BLK icon
116
Blackrock
BLK
$175B
$902K 0.06%
860
+27
IWM icon
117
iShares Russell 2000 ETF
IWM
$71.8B
$876K 0.06%
4,059
-122
ADI icon
118
Analog Devices
ADI
$120B
$862K 0.06%
3,622
+331
ADBE icon
119
Adobe
ADBE
$150B
$845K 0.06%
2,183
+440
CYBR icon
120
CyberArk
CYBR
$26.2B
$844K 0.06%
2,074
+591
TMUS icon
121
T-Mobile US
TMUS
$247B
$830K 0.06%
3,482
+154
SPEM icon
122
SPDR Portfolio Emerging Markets ETF
SPEM
$14.8B
$829K 0.06%
+19,400
UBER icon
123
Uber
UBER
$201B
$824K 0.06%
8,828
+2,271
LOW icon
124
Lowe's Companies
LOW
$137B
$822K 0.06%
3,707
+286
PODD icon
125
Insulet
PODD
$22.9B
$816K 0.06%
2,597
+1,085
3 4
5
6 7