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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
MGK icon
1
Vanguard Mega Cap Growth ETF
MGK
$33.5B
$210M 11.42%
2,855,920
-91,360
VT icon
2
Vanguard Total World Stock ETF
VT
$74.3B
$204M 11.08%
1,472,738
+43,807
VXUS icon
3
Vanguard Total International Stock ETF
VXUS
$149B
$127M 6.89%
1,643,243
+250,388
SPYV icon
4
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$34.9B
$124M 6.77%
2,198,037
+125,407
VOO icon
5
Vanguard S&P 500 ETF
VOO
$973B
$98.2M 5.34%
164,274
+1,586
MUB icon
6
iShares National Muni Bond ETF
MUB
$45.2B
$81.5M 4.43%
767,535
+64,588
SCHG icon
7
Schwab US Large-Cap Growth ETF
SCHG
$58.9B
$68.7M 3.74%
2,359,736
+22,911
VGK icon
8
Vanguard FTSE Europe ETF
VGK
$29.6B
$64.3M 3.5%
780,382
+43,000
VTV icon
9
Vanguard Value ETF
VTV
$180B
$48.7M 2.65%
248,466
-5,665
AAPL icon
10
Apple
AAPL
$4.43T
$46.3M 2.52%
182,360
+14,521
SPY icon
11
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$36M 1.96%
55,248
+35
MSFT icon
12
Microsoft
MSFT
$3.06T
$35.9M 1.95%
97,065
-1,107
NVDA icon
13
NVIDIA
NVDA
$5.05T
$29.6M 1.61%
169,540
+20,611
EWJ icon
14
iShares MSCI Japan ETF
EWJ
$21.5B
$28.8M 1.57%
341,655
+14,910
SJNK icon
15
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.78B
$27.2M 1.48%
1,088,356
+71,186
URTH icon
16
iShares MSCI World ETF
URTH
$7.94B
$21.2M 1.15%
117,701
-4,685
AMZN icon
17
Amazon
AMZN
$2.64T
$20.8M 1.13%
99,876
+20,095
VYM icon
18
Vanguard High Dividend Yield ETF
VYM
$78.3B
$18.2M 0.99%
123,124
GOOGL icon
19
Alphabet (Google) Class A
GOOGL
$4.43T
$18.2M 0.99%
63,279
+14,621
VTI icon
20
Vanguard Total Stock Market ETF
VTI
$647B
$16.7M 0.91%
52,105
-4,201
IXUS icon
21
iShares Core MSCI Total International Stock ETF
IXUS
$57.1B
$15.5M 0.84%
178,509
-3,976
GOOG icon
22
Alphabet (Google) Class C
GOOG
$4.4T
$15.1M 0.82%
52,710
+3,960
AVGO icon
23
Broadcom
AVGO
$1.88T
$13.3M 0.72%
42,884
+3,607
BRK.B icon
24
Berkshire Hathaway Class B
BRK.B
$1.05T
$11.9M 0.65%
24,859
+2,452
VUG icon
25
Vanguard Growth ETF
VUG
$223B
$11.3M 0.62%
155,298
-312
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