AWM

Angeles Wealth Management Portfolio holdings

AUM $1.63B
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$5.7M
3
+$4.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.52M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.05M

Top Sells

1
+$648K
2
+$445K
3
+$443K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$440K
5
JMSI icon
JPMorgan Sustainable Municipal Income ETF
JMSI
+$425K

Sector Composition

1 Technology 9.61%
2 Financials 5.9%
3 Consumer Discretionary 3.1%
4 Communication Services 2.16%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEMG icon
151
iShares Core MSCI Emerging Markets ETF
IEMG
$134B
$713K 0.04%
10,815
-6,087
AVAV icon
152
AeroVironment
AVAV
$15.4B
$707K 0.04%
2,245
IWR icon
153
iShares Russell Mid-Cap ETF
IWR
$48B
$705K 0.04%
7,299
VO icon
154
Vanguard Mid-Cap ETF
VO
$93.8B
$700K 0.04%
2,383
-67
BA icon
155
Boeing
BA
$197B
$669K 0.04%
3,101
+299
APO icon
156
Apollo Global Management
APO
$79.1B
$664K 0.04%
4,981
+17
MO icon
157
Altria Group
MO
$104B
$661K 0.04%
10,000
+58
KNF icon
158
Knife River
KNF
$4.16B
$652K 0.04%
8,484
-16
SILJ icon
159
Amplify Junior Silver Miners ETF
SILJ
$5.65B
$645K 0.04%
+27,928
LMT icon
160
Lockheed Martin
LMT
$137B
$636K 0.04%
1,275
-292
AVUS icon
161
Avantis US Equity ETF
AVUS
$10.9B
$628K 0.04%
5,775
-1,496
DASH icon
162
DoorDash
DASH
$89.3B
$615K 0.04%
2,260
-84
BMY icon
163
Bristol-Myers Squibb
BMY
$111B
$599K 0.04%
13,287
-1,696
MDU icon
164
MDU Resources
MDU
$4.16B
$596K 0.04%
33,481
CYBR icon
165
CyberArk
CYBR
$22.1B
$587K 0.04%
1,214
-860
VB icon
166
Vanguard Small-Cap ETF
VB
$73.5B
$578K 0.04%
2,273
-88
SAP icon
167
SAP
SAP
$269B
$570K 0.04%
2,135
-41
INTC icon
168
Intel
INTC
$215B
$569K 0.03%
16,961
-528
PSX icon
169
Phillips 66
PSX
$57B
$560K 0.03%
4,115
+104
SYK icon
170
Stryker
SYK
$136B
$557K 0.03%
1,507
-16
VBK icon
171
Vanguard Small-Cap Growth ETF
VBK
$22.1B
$551K 0.03%
1,851
-750
AMAT icon
172
Applied Materials
AMAT
$256B
$548K 0.03%
2,677
-496
MMM icon
173
3M
MMM
$86.3B
$544K 0.03%
3,508
+7
CRWD icon
174
CrowdStrike
CRWD
$114B
$544K 0.03%
1,110
+221
ECL icon
175
Ecolab
ECL
$79.8B
$544K 0.03%
1,985
-154
5 6
7
8 9