Portfolio (Quarterly)
Guide ↗
ANGELES WEALTH MANAGEMENT, LLC
· CIK 0001929170| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | MORN | MORNINGSTAR INC | Financial Services | 929 | $202K | 0.01% | SOLD |
| 22 | SKYY | FIRST TR EXCHANGE TRADED FD | — | 1,350 | $176K | 0.01% | SOLD |
| 23 | — | ARES MANAGEMENT CORPORATION | — | 3,200 | $164K | 0.01% | SOLD |
| 24 | IWC | ISHARES TR | — | 944 | $149K | 0.01% | SOLD |
| 25 | AIQ | GLOBAL X FDS | — | 1,165 | $59K | 0.00% | SOLD |
| 26 | CWB | SPDR SERIES TRUST | — | 653 | $58K | 0.00% | SOLD |
| 27 | PAVE | GLOBAL X FDS | — | 1,140 | $55K | 0.00% | SOLD |
| 28 | XSW | SPDR SERIES TRUST | — | 250 | $47K | 0.00% | SOLD |
| 29 | CIBR | FIRST TR EXCHANGE TRADED FD | — | 625 | $45K | 0.00% | SOLD |
| 30 | BBRE | J P MORGAN EXCHANGE TRADED F | — | 440 | $41K | 0.00% | SOLD |
| 31 | XYLD | GLOBAL X FDS | — | 500 | $20K | 0.00% | SOLD |
| 32 | QDIV | GLOBAL X FDS | — | 536 | $19K | 0.00% | SOLD |
| 33 | FTRI | FIRST TR EXCHANGE TRADED FD | — | 1,166 | $18K | 0.00% | SOLD |
| 34 | GXDW | GLOBAL X FDS | — | 529 | $13K | 0.00% | SOLD |
| 35 | VLUE | ISHARES TR | — | 89 | $12K | 0.00% | SOLD |
| 36 | — | HEICO CORP NEW | — | 34 | $9K | — | SOLD |
Sector Allocation
Technology
32.4%
Financial Services
18.4%
Consumer Cyclical
10.9%
Communication Services
9.2%
Healthcare
8.4%
Industrials
6.9%
Energy
5.0%
Consumer Defensive
4.9%
Basic Materials
1.7%
Utilities
1.4%