AWM

Angeles Wealth Management Portfolio holdings

AUM $1.46B
1-Year Est. Return 15.45%
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$16.5M
3
+$15M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$15M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.87M

Top Sells

1
+$16.9M
2
+$7.05M
3
+$2.6M
4
PII icon
Polaris
PII
+$895K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$473K

Sector Composition

1 Technology 8.83%
2 Financials 5.96%
3 Consumer Discretionary 2.94%
4 Healthcare 2.17%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USHY icon
376
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.6B
$55K ﹤0.01%
+1,466
XLI icon
377
Industrial Select Sector SPDR Fund
XLI
$24.1B
$52.2K ﹤0.01%
354
+150
SHYG icon
378
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.37B
$51K ﹤0.01%
+1,183
XLU icon
379
Utilities Select Sector SPDR Fund
XLU
$22.5B
$49K ﹤0.01%
600
XLV icon
380
Health Care Select Sector SPDR Fund
XLV
$36.1B
$47.4K ﹤0.01%
352
+52
MGV icon
381
Vanguard Mega Cap Value ETF
MGV
$10.3B
$46.6K ﹤0.01%
355
VXF icon
382
Vanguard Extended Market ETF
VXF
$25.1B
$45.5K ﹤0.01%
236
+109
VONG icon
383
Vanguard Russell 1000 Growth ETF
VONG
$34.1B
$42.5K ﹤0.01%
+389
ITOT icon
384
iShares Core S&P Total US Stock Market ETF
ITOT
$80.1B
$41.9K ﹤0.01%
310
-164
XLP icon
385
Consumers Staples Select Sector SPDR Fund
XLP
$15.5B
$40.5K ﹤0.01%
500
BSCV icon
386
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.26B
$39.5K ﹤0.01%
+2,389
BSCU icon
387
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.92B
$39.2K ﹤0.01%
+2,336
BSCT icon
388
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.31B
$39K ﹤0.01%
+2,087
BSCS icon
389
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.8B
$39K ﹤0.01%
+1,904
BSCR icon
390
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.09B
$38.8K ﹤0.01%
+1,973
BSCQ icon
391
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$38.6K ﹤0.01%
+1,980
BSCP icon
392
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.97B
$38.5K ﹤0.01%
+1,863
IWB icon
393
iShares Russell 1000 ETF
IWB
$46.1B
$31.9K ﹤0.01%
94
+10
FALN icon
394
iShares Fallen Angels USD Bond ETF
FALN
$1.83B
$30.8K ﹤0.01%
1,135
BSV icon
395
Vanguard Short-Term Bond ETF
BSV
$39B
$29.7K ﹤0.01%
+378
IJT icon
396
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.39B
$26.6K ﹤0.01%
+200
SHM icon
397
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$23.4K ﹤0.01%
490
JEPI icon
398
JPMorgan Equity Premium Income ETF
JEPI
$41.8B
$22.7K ﹤0.01%
400
AVDE icon
399
Avantis International Equity ETF
AVDE
$9.73B
$22.3K ﹤0.01%
301
-2,332
IUSG icon
400
iShares Core S&P US Growth ETF
IUSG
$26.4B
$21.2K ﹤0.01%
141
14 15
16
17 18