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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
AVDV icon
451
Avantis International Small Cap Value ETF
AVDV
$19.1B
$93.1K 0.01%
932
CMF icon
452
iShares California Muni Bond ETF
CMF
$4.45B
$90.6K ﹤0.01%
1,593
+93
VOT icon
453
Vanguard Mid-Cap Growth ETF
VOT
$18.9B
$78.5K ﹤0.01%
305
+80
VOX icon
454
Vanguard Communication Services ETF
VOX
$5.71B
$76.3K ﹤0.01%
424
ESGD icon
455
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.5B
$74.9K ﹤0.01%
784
FNDF icon
456
Schwab Fundamental International Large Company Index ETF
FNDF
$23.9B
$73.4K ﹤0.01%
1,500
BIL icon
457
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$71.9K ﹤0.01%
785
-394
DFGR icon
458
Dimensional Global Real Estate ETF
DFGR
$3.61B
$71.7K ﹤0.01%
+2,699
CUE icon
459
Cue Biopharma
CUE
$122M
$71.3K ﹤0.01%
10,333
WFC.PRL icon
460
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.58B
$69.4K ﹤0.01%
60
EEM icon
461
iShares MSCI Emerging Markets ETF
EEM
$29.3B
$66.6K ﹤0.01%
1,173
+102
SCHK icon
462
Schwab 1000 Index ETF
SCHK
$5.56B
$62.7K ﹤0.01%
+2,000
XLRE icon
463
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.01B
$58.8K ﹤0.01%
1,440
+1,277
DIBS icon
464
1stdibs.com
DIBS
$143M
$56.1K ﹤0.01%
10,208
XLU icon
465
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$55.1K ﹤0.01%
1,200
DFIS icon
466
Dimensional International Small Cap ETF
DFIS
$5.79B
$53.4K ﹤0.01%
1,586
+1,089
BBJP icon
467
JPMorgan BetaBuilders Japan ETF
BBJP
$17.1B
$53.3K ﹤0.01%
774
SWVL icon
468
Swvl Holdings
SWVL
$14.1M
$52.2K ﹤0.01%
+37,000
MGV icon
469
Vanguard Mega Cap Value ETF
MGV
$12.6B
$51.5K ﹤0.01%
355
IJT icon
470
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.56B
$49.2K ﹤0.01%
340
+140
GNR icon
471
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.68B
$46.7K ﹤0.01%
+625
HYLN icon
472
Hyliion Holdings
HYLN
$1.19B
$44K ﹤0.01%
+25,000
IWV icon
473
iShares Russell 3000 ETF
IWV
$19.2B
$43.7K ﹤0.01%
+118
DISV icon
474
Dimensional International Small Cap Value ETF
DISV
$4.75B
$41K ﹤0.01%
+1,041
DFLV icon
475
Dimensional US Large Cap Value ETF
DFLV
$6.21B
$41K ﹤0.01%
+1,147
17 18
19
20 21