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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
PGR icon
126
Progressive
PGR
$117B
$1.14M 0.06%
5,756
-7
EPD icon
127
Enterprise Products Partners
EPD
$80.6B
$1.13M 0.06%
29,957
-1,026
RSG icon
128
Republic Services
RSG
$64B
$1.13M 0.06%
5,150
+46
STX icon
129
Seagate
STX
$196B
$1.12M 0.06%
2,860
-847
ABT icon
130
Abbott
ABT
$159B
$1.11M 0.06%
10,793
-1,594
SCHW icon
131
Charles Schwab
SCHW
$153B
$1.1M 0.06%
11,670
+1,061
IEFA icon
132
iShares Core MSCI EAFE ETF
IEFA
$184B
$1.09M 0.06%
12,042
-735
BKNG icon
133
Booking.com
BKNG
$129B
$1.09M 0.06%
6,450
+625
MSI icon
134
Motorola Solutions
MSI
$68.1B
$1.08M 0.06%
2,491
+91
VGT icon
135
Vanguard Information Technology ETF
VGT
$141B
$1.08M 0.06%
12,376
PSX icon
136
Phillips 66
PSX
$71.7B
$1.08M 0.06%
5,909
+366
DHR icon
137
Danaher
DHR
$133B
$1.06M 0.06%
5,590
-186
DIS icon
138
Walt Disney
DIS
$173B
$1.06M 0.06%
10,997
-405
ASML icon
139
ASML
ASML
$689B
$1.05M 0.06%
798
+447
ILF icon
140
iShares Latin America 40 ETF
ILF
$4.15B
$1.03M 0.06%
+29,074
LOW icon
141
Lowe's Companies
LOW
$121B
$1.03M 0.06%
4,347
+248
ECG
142
Everus Construction Group
ECG
$7.65B
$1.02M 0.06%
8,628
+7
ARES icon
143
Ares Management
ARES
$29.1B
$1.02M 0.06%
9,308
+262
NEE icon
144
NextEra Energy
NEE
$176B
$1.01M 0.06%
10,903
+1,625
CI icon
145
Cigna
CI
$76.8B
$1.01M 0.05%
3,772
-4,145
CRM icon
146
Salesforce
CRM
$145B
$995K 0.05%
5,330
+620
DUK icon
147
Duke Energy
DUK
$95.9B
$986K 0.05%
7,532
+447
ACN icon
148
Accenture
ACN
$106B
$961K 0.05%
4,846
-39
WMB icon
149
Williams Companies
WMB
$86.8B
$952K 0.05%
13,078
+518
PANW icon
150
Palo Alto Networks
PANW
$213B
$936K 0.05%
5,840
+1,633
4 5
6
7 8