AWM

Angeles Wealth Management Portfolio holdings

AUM $1.63B
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$5.7M
3
+$4.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.52M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.05M

Top Sells

1
+$648K
2
+$445K
3
+$443K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$440K
5
JMSI icon
JPMorgan Sustainable Municipal Income ETF
JMSI
+$425K

Sector Composition

1 Technology 9.61%
2 Financials 5.9%
3 Consumer Discretionary 3.1%
4 Communication Services 2.16%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITOT icon
376
iShares Core S&P Total US Stock Market ETF
ITOT
$81.7B
$43.5K ﹤0.01%
299
-11
XLV icon
377
State Street Health Care Select Sector SPDR ETF
XLV
$41.6B
$41.8K ﹤0.01%
300
-52
XLP icon
378
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.4B
$39.2K ﹤0.01%
500
IWB icon
379
iShares Russell 1000 ETF
IWB
$46.6B
$34.4K ﹤0.01%
94
FALN icon
380
iShares Fallen Angels USD Bond ETF
FALN
$1.86B
$31.5K ﹤0.01%
1,135
EMB icon
381
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.8B
$30.1K ﹤0.01%
316
-750
VXF icon
382
Vanguard Extended Market ETF
VXF
$26.3B
$29.7K ﹤0.01%
142
-94
IJT icon
383
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.66B
$28.3K ﹤0.01%
200
IUSG icon
384
iShares Core S&P US Growth ETF
IUSG
$27.3B
$23.2K ﹤0.01%
141
JEPI icon
385
JPMorgan Equity Premium Income ETF
JEPI
$42.7B
$22.8K ﹤0.01%
400
MOAT icon
386
VanEck Morningstar Wide Moat ETF
MOAT
$13.3B
$19.2K ﹤0.01%
194
VCIT icon
387
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$59.7B
$18.8K ﹤0.01%
224
+60
SCHA icon
388
Schwab U.S Small- Cap ETF
SCHA
$20.6B
$17K ﹤0.01%
610
XLRE icon
389
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.57B
$16.7K ﹤0.01%
397
SCHM icon
390
Schwab US Mid-Cap ETF
SCHM
$13.1B
$16.6K ﹤0.01%
559
SCHX icon
391
Schwab US Large- Cap ETF
SCHX
$64.2B
$16.5K ﹤0.01%
627
EMXC icon
392
iShares MSCI Emerging Markets ex China ETF
EMXC
$15.3B
$15.9K ﹤0.01%
+236
VTWO icon
393
Vanguard Russell 2000 ETF
VTWO
$14.8B
$15.3K ﹤0.01%
156
SCZ icon
394
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$15.2K ﹤0.01%
198
GII icon
395
SPDR S&P Global Infrastructure ETF
GII
$698M
$14.5K ﹤0.01%
+209
OEF icon
396
iShares S&P 100 ETF
OEF
$29.2B
$14.3K ﹤0.01%
43
CWI icon
397
SPDR MSCI ACWI ex-US ETF
CWI
$2.46B
$10.7K ﹤0.01%
305
VV icon
398
Vanguard Large-Cap ETF
VV
$47.6B
$8.31K ﹤0.01%
27
MOO icon
399
VanEck Agribusiness ETF
MOO
$655M
$7.34K ﹤0.01%
100
AVDE icon
400
Avantis International Equity ETF
AVDE
$12.6B
$6.71K ﹤0.01%
85
-216
14 15
16
17 18