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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
USEA icon
426
United Maritime
USEA
$24.2M
$156K 0.01%
77,052
EMXC icon
427
iShares MSCI Emerging Markets ex China ETF
EMXC
$24B
$152K 0.01%
1,930
+841
AGG icon
428
iShares Core US Aggregate Bond ETF
AGG
$136B
$150K 0.01%
1,514
-1,166
XLP icon
429
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$148K 0.01%
1,801
-500
DIHP icon
430
Dimensional International High Profitability ETF
DIHP
$6B
$147K 0.01%
4,565
IXN icon
431
iShares Global Tech ETF
IXN
$9.31B
$142K 0.01%
1,420
WIT icon
432
Wipro
WIT
$23.2B
$136K 0.01%
63,985
+30,473
GSEW icon
433
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.83B
$135K 0.01%
1,600
COMP icon
434
Compass
COMP
$5.84B
$135K 0.01%
18,456
+816
IWN icon
435
iShares Russell 2000 Value ETF
IWN
$14B
$129K 0.01%
680
-39
ITOT icon
436
iShares Core S&P Total US Stock Market ETF
ITOT
$92.6B
$128K 0.01%
900
+183
DFIV icon
437
Dimensional International Value ETF
DFIV
$19.9B
$127K 0.01%
2,404
+2,305
IUSV icon
438
iShares Core S&P US Value ETF
IUSV
$26.1B
$119K 0.01%
1,165
-986
BAC.PRL icon
439
Bank of America Series L
BAC.PRL
$3.75B
$119K 0.01%
100
EFV icon
440
iShares MSCI EAFE Value ETF
EFV
$26.4B
$117K 0.01%
1,579
-2,279
EFG icon
441
iShares MSCI EAFE Growth ETF
EFG
$16.4B
$108K 0.01%
972
FNDE icon
442
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.44B
$107K 0.01%
2,800
ACWX icon
443
iShares MSCI ACWI ex US ETF
ACWX
$11.4B
$106K 0.01%
1,548
+168
USMV icon
444
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
$104K 0.01%
+1,126
UROY
445
Uranium Royalty Corp
UROY
$465M
$104K 0.01%
28,590
SWAN icon
446
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$162M
$104K 0.01%
3,344
DFSV icon
447
Dimensional US Small Cap Value ETF
DFSV
$7.78B
$102K 0.01%
+2,900
STHO icon
448
Star Holdings Shares of Beneficial Interest
STHO
$110M
$99.9K 0.01%
13,199
MTUM icon
449
iShares MSCI USA Momentum Factor ETF
MTUM
$26.8B
$97.2K 0.01%
405
-203
VOE icon
450
Vanguard Mid-Cap Value ETF
VOE
$22.8B
$93.3K 0.01%
506
+242
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