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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
YOLO icon
201
AdvisorShares Pure Cannabis ETF
YOLO
$39M
$609K 0.03%
231,707
ORLY icon
202
O'Reilly Automotive
ORLY
$73.8B
$609K 0.03%
6,593
+2,410
VBK icon
203
Vanguard Small-Cap Growth ETF
VBK
$23.6B
$607K 0.03%
2,008
+157
KLAC icon
204
KLA
KLAC
$292B
$607K 0.03%
412
+5
VB icon
205
Vanguard Small-Cap ETF
VB
$78.9B
$603K 0.03%
2,303
+216
APA icon
206
APA Corp
APA
$13B
$594K 0.03%
+13,998
EOG icon
207
EOG Resources
EOG
$73.9B
$586K 0.03%
4,054
+18
INTU icon
208
Intuit
INTU
$83.7B
$581K 0.03%
1,344
-2,884
FDX icon
209
FedEx
FDX
$79.3B
$581K 0.03%
1,624
+399
SGOV icon
210
iShares 0-3 Month Treasury Bond ETF
SGOV
$93.3B
$580K 0.03%
5,762
-9,636
GWW icon
211
W.W. Grainger
GWW
$62.4B
$575K 0.03%
527
+82
PODD icon
212
Insulet
PODD
$10.6B
$572K 0.03%
2,725
+136
USB icon
213
US Bancorp
USB
$87.6B
$568K 0.03%
10,807
+369
CTRE icon
214
CareTrust REIT
CTRE
$8.76B
$566K 0.03%
15,277
+253
MNST icon
215
Monster Beverage
MNST
$86.7B
$554K 0.03%
7,649
+428
APO icon
216
Apollo Global Management
APO
$75.9B
$545K 0.03%
4,893
+36
JCI icon
217
Johnson Controls International
JCI
$90.4B
$540K 0.03%
4,110
+561
SCHD icon
218
Schwab US Dividend Equity ETF
SCHD
$95.2B
$536K 0.03%
17,463
BA icon
219
Boeing
BA
$172B
$528K 0.03%
2,655
+232
MDT icon
220
Medtronic
MDT
$105B
$528K 0.03%
6,043
+553
SAP icon
221
SAP
SAP
$209B
$527K 0.03%
3,081
+731
ANET icon
222
Arista Networks
ANET
$198B
$525K 0.03%
4,277
+1,939
NOC icon
223
Northrop Grumman
NOC
$76.9B
$523K 0.03%
766
+114
LH icon
224
Labcorp
LH
$21.7B
$519K 0.03%
1,946
+38
CGNT icon
225
Cognyte Software
CGNT
$679M
$516K 0.03%
63,679
-635
7 8
9
10 11