AWM
Angeles Wealth Management Portfolio holdings
AUM
$1.46B
1-Year Est. Return
15.45%
1 Year Est. Return
+15.45%
AUM
$1.2B
AUM Growth
-$9.67M
(-0.8%)
Holding
388
Top Buys
| 1 | +$16.7M | |
| 2 | +$7.47M | |
| 3 | +$6.77M | |
| 4 |
Ares Management
ARES
|
+$5.97M |
| 5 |
Vanguard Mega Cap Growth ETF
MGK
|
+$4.87M |
Top Sells
| 1 | +$21.9M | |
| 2 | +$1.37M | |
| 3 | +$710K | |
| 4 |
iShares MSCI World ETF
URTH
|
+$693K |
| 5 |
Marriott International
MAR
|
+$585K |
Sector Composition
| 1 | Technology | 7.99% |
| 2 | Financials | 6.18% |
| 3 | Consumer Discretionary | 3.1% |
| 4 | Healthcare | 2.61% |
| 5 | Communication Services | 1.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Revvity
RVTY
$11.2B
| $610K | 0.05% |
5,763
+8
|
|
||
127
Vertex Pharmaceuticals
VRTX
$108B
| $608K | 0.05% |
1,255
+208
|
|
||
128
Altria Group
MO
$106B
| $608K | 0.05% |
10,126
+1,017
|
|
||
129
Morgan Stanley
MS
$263B
| $579K | 0.05% |
4,965
+524
|
|
||
130
Fortinet
FTNT
$65.8B
| $579K | 0.05% |
6,016
+535
|
|
||
131
MDU Resources
MDU
$4.06B
| $566K | 0.05% |
33,481
|
|
||
132
Ball Corp
BALL
$13.4B
| $558K | 0.05% |
10,723
+86
|
|
||
133
Robinhood
HOOD
$130B
| $535K | 0.04% |
12,865
+13
|
|
||
134
Phillips 66
PSX
$54B
| $530K | 0.04% |
4,294
+59
|
|
||
135
3M
MMM
$88.6B
| $520K | 0.04% |
3,543
+763
|
|
||
136
Kinder Morgan
KMI
$58B
| $508K | 0.04% |
17,799
-1,708
|
|
||
137
Palo Alto Networks
PANW
$150B
| $506K | 0.04% |
2,967
+585
|
|
||
138
Cognyte Software
CGNT
$620M
| $502K | 0.04% |
64,314
|
|
||
139
CyberArk
CYBR
$26.3B
| $501K | 0.04% |
1,483
-445
|
|
||
140
Honeywell
HON
$136B
| $496K | 0.04% |
2,343
-214
|
|
||
141
Idexx Laboratories
IDXX
$50.8B
| $496K | 0.04% |
1,181
+1
|
|
||
142
Lam Research
LRCX
$195B
| $489K | 0.04% |
6,727
+227
|
|
||
143
Stryker
SYK
$144B
| $485K | 0.04% |
1,302
+57
|
|
||
144
Guidewire Software
GWRE
$21.4B
| $479K | 0.04% |
2,556
-128
|
|
||
145
Uber
UBER
$199B
| $478K | 0.04% |
6,557
+1,494
|
|
||
146
Automatic Data Processing
ADP
$113B
| $478K | 0.04% |
1,563
+1
|
|
||
147
SPDR Gold Trust
GLD
$127B
| $473K | 0.04% |
1,640
+200
|
|
||
148
Boeing
BA
$169B
| $471K | 0.04% |
2,764
-124
|
|
||
149
Old Dominion Freight Line
ODFL
$28.6B
| $463K | 0.04% |
2,797
-137
|
|
||
150
Palantir
PLTR
$450B
| $457K | 0.04% |
5,413
+1,110
|
|