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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
UBER icon
151
Uber
UBER
$143B
$929K 0.05%
12,912
-8,781
ADBE icon
152
Adobe
ADBE
$99B
$917K 0.05%
3,772
+1,182
HOOD icon
153
Robinhood
HOOD
$76.6B
$911K 0.05%
13,146
-19
IEMG icon
154
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$899K 0.05%
12,892
+1,500
T icon
155
AT&T
T
$156B
$898K 0.05%
30,978
+4,538
NBSD
156
Neuberger Short Duration Income ETF
NBSD
$1.09B
$877K 0.05%
17,293
UNH icon
157
UnitedHealth
UNH
$369B
$850K 0.05%
3,142
-30
CRWD icon
158
CrowdStrike
CRWD
$168B
$847K 0.05%
2,169
+1,019
IJR icon
159
iShares Core S&P Small-Cap ETF
IJR
$104B
$847K 0.05%
6,811
-507
INTC icon
160
Intel
INTC
$554B
$843K 0.05%
19,107
+134
TXN icon
161
Texas Instruments
TXN
$265B
$842K 0.05%
4,339
+494
SILJ icon
162
Amplify Junior Silver Miners ETF
SILJ
$3.45B
$830K 0.05%
27,928
TMUS icon
163
T-Mobile US
TMUS
$193B
$830K 0.05%
3,950
+87
GILD icon
164
Gilead Sciences
GILD
$159B
$827K 0.05%
5,936
+1,744
AMGN icon
165
Amgen
AMGN
$187B
$827K 0.05%
2,350
+325
VLO icon
166
Valero Energy
VLO
$76.7B
$787K 0.04%
3,187
+314
GRW
167
TCW ETF Trust TCW Durable Growth ETF
GRW
$70.8M
$780K 0.04%
+28,350
IDXX icon
168
Idexx Laboratories
IDXX
$44.3B
$777K 0.04%
1,383
+204
IWR icon
169
iShares Russell Mid-Cap ETF
IWR
$54.4B
$772K 0.04%
7,941
C icon
170
Citigroup
C
$227B
$758K 0.04%
6,681
+879
MO icon
171
Altria Group
MO
$119B
$744K 0.04%
11,093
+1,257
FCX icon
172
Freeport-McMoran
FCX
$91.9B
$741K 0.04%
12,607
+7,664
VZ icon
173
Verizon
VZ
$190B
$721K 0.04%
14,372
+2,871
MDU icon
174
MDU Resources
MDU
$4.41B
$721K 0.04%
34,549
+268
SPYG icon
175
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$52B
$720K 0.04%
7,354
5 6
7
8 9