AWM
Angeles Wealth Management Portfolio holdings
AUM
$1.46B
This Quarter Return
+8.23%
1 Year Return
+15.45%
3 Year Return
+63.05%
5 Year Return
–
10 Year Return
–
AUM
$1,000M
AUM Growth
+$1,000M
(+22%)
Cap. Flow
+$120M
Cap. Flow
% of AUM
12%
Top 10 Holdings %
Top 10 Hldgs %
61.79%
Holding
309
New
51
Increased
146
Reduced
43
Closed
13
Top Buys
| 1 |
Vanguard Total World Stock ETF
VT
|
$24.4M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$22.8M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
$20.6M |
| 4 |
iShares MSCI Japan ETF
EWJ
|
$16.4M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$13.4M |
Top Sells
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$9.13M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$2.57M |
| 3 |
Vanguard Value ETF
VTV
|
$2.49M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$1.67M |
| 5 |
iShares MSCI World ETF
URTH
|
$1.57M |
Sector Composition
| 1 | Technology | 7.16% |
| 2 | Financials | 4.65% |
| 3 | Healthcare | 2.57% |
| 4 | Consumer Discretionary | 2.41% |
| 5 | Communication Services | 1.48% |
