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
SCHP icon
401
Schwab US TIPS ETF
SCHP
$14.5B
$20.4K ﹤0.01%
+764
DGRO icon
402
iShares Core Dividend Growth ETF
DGRO
$36B
$18.2K ﹤0.01%
+285
MOAT icon
403
VanEck Morningstar Wide Moat ETF
MOAT
$15.8B
$18.2K ﹤0.01%
194
XLRE icon
404
Real Estate Select Sector SPDR Fund
XLRE
$7.97B
$16.4K ﹤0.01%
397
SCHM icon
405
Schwab US Mid-Cap ETF
SCHM
$13.7B
$15.7K ﹤0.01%
+559
SCHA icon
406
Schwab U.S Small- Cap ETF
SCHA
$21B
$15.4K ﹤0.01%
+610
SCHX icon
407
Schwab US Large- Cap ETF
SCHX
$62.7B
$15.3K ﹤0.01%
627
SCZ icon
408
iShares MSCI EAFE Small-Cap ETF
SCZ
$11.1B
$14.4K ﹤0.01%
198
-2,023
VTWO icon
409
Vanguard Russell 2000 ETF
VTWO
$13.2B
$13.6K ﹤0.01%
+156
VCIT icon
410
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.3B
$13.6K ﹤0.01%
+164
EMLC icon
411
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.81B
$13.6K ﹤0.01%
+535
OEF icon
412
iShares S&P 100 ETF
OEF
$27.9B
$13.1K ﹤0.01%
43
CWI icon
413
SPDR MSCI ACWI ex-US ETF
CWI
$2.2B
$9.96K ﹤0.01%
+305
VV icon
414
Vanguard Large-Cap ETF
VV
$47.5B
$7.7K ﹤0.01%
+27
MOO icon
415
VanEck Agribusiness ETF
MOO
$615M
$7.36K ﹤0.01%
100
DFAS icon
416
Dimensional US Small Cap ETF
DFAS
$11.5B
$6.1K ﹤0.01%
96
SUSA icon
417
iShares ESG Optimized MSCI USA ETF
SUSA
$3.77B
$5.7K ﹤0.01%
+45
MGC icon
418
Vanguard Mega Cap 300 Index ETF
MGC
$8.48B
$4.27K ﹤0.01%
+19
IXJ icon
419
iShares Global Healthcare ETF
IXJ
$4.05B
$4.13K ﹤0.01%
+48
QQQJ icon
420
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$708M
$3.29K ﹤0.01%
+103
IWP icon
421
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$3.19K ﹤0.01%
+23
IBB icon
422
iShares Biotechnology ETF
IBB
$6.28B
$3.04K ﹤0.01%
24
-500
IAT icon
423
iShares US Regional Banks ETF
IAT
$661M
$2.92K ﹤0.01%
59
-41
IWS icon
424
iShares Russell Mid-Cap Value ETF
IWS
$14.3B
$2.91K ﹤0.01%
+22
VIS icon
425
Vanguard Industrials ETF
VIS
$6.42B
$2.8K ﹤0.01%
+10
15 16
17
18 19