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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
IYM icon
476
iShares US Basic Materials ETF
IYM
$1.33B
$40.8K ﹤0.01%
+232
ABEV icon
477
Ambev
ABEV
$47.8B
$39.8K ﹤0.01%
+13,596
SCZ icon
478
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.4B
$36.3K ﹤0.01%
463
+228
DFAE icon
479
Dimensional Emerging Core Equity Market ETF
DFAE
$9.25B
$35.7K ﹤0.01%
+1,054
IBB icon
480
iShares Biotechnology ETF
IBB
$7.72B
$35K ﹤0.01%
207
EWY icon
481
iShares MSCI South Korea ETF
EWY
$21.8B
$34.9K ﹤0.01%
+284
VV icon
482
Vanguard Large-Cap ETF
VV
$51.9B
$34.4K ﹤0.01%
115
+28
QUAL icon
483
iShares MSCI USA Quality Factor ETF
QUAL
$45.6B
$33.6K ﹤0.01%
175
IWB icon
484
iShares Russell 1000 ETF
IWB
$47.8B
$33.5K ﹤0.01%
94
DFEV icon
485
Dimensional Emerging Markets Value ETF
DFEV
$1.94B
$33.4K ﹤0.01%
+934
SCHA icon
486
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$32.2K ﹤0.01%
1,109
+499
OEF icon
487
iShares S&P 100 ETF
OEF
$20.1B
$29.9K ﹤0.01%
94
IJK icon
488
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$29.8K ﹤0.01%
+296
VXF icon
489
Vanguard Extended Market ETF
VXF
$29.7B
$29.2K ﹤0.01%
142
NEE.PRT
490
NextEra Energy 7.234% Corporate Units
NEE.PRT
$1.47B
$29K ﹤0.01%
552
SMMD icon
491
iShares Russell 2500 ETF
SMMD
$3.37B
$27.3K ﹤0.01%
358
+215
VNQ icon
492
Vanguard Real Estate ETF
VNQ
$37B
$26.6K ﹤0.01%
300
+77
BWX icon
493
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.42B
$25.9K ﹤0.01%
1,180
IGIB icon
494
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.1B
$25.3K ﹤0.01%
475
JEPI icon
495
JPMorgan Equity Premium Income ETF
JEPI
$44.1B
$22.7K ﹤0.01%
400
-3,573
IUSG icon
496
iShares Core S&P US Growth ETF
IUSG
$31.5B
$21.9K ﹤0.01%
141
SCHC icon
497
Schwab International Small-Cap Equity ETF
SCHC
$5.35B
$19.6K ﹤0.01%
+420
HYGV icon
498
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.09B
$19K ﹤0.01%
+475
MOAT icon
499
VanEck Morningstar Wide Moat ETF
MOAT
$11.5B
$19K ﹤0.01%
196
IEF icon
500
iShares 7-10 Year Treasury Bond ETF
IEF
$46.8B
$18.7K ﹤0.01%
196
-614