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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
KBE icon
501
State Street SPDR S&P Bank ETF
KBE
$1.4B
$18K ﹤0.01%
+302
SCHM icon
502
Schwab US Mid-Cap ETF
SCHM
$14.4B
$17.3K ﹤0.01%
559
VPL icon
503
Vanguard FTSE Pacific ETF
VPL
$8.26B
$17.3K ﹤0.01%
177
IGE icon
504
iShares North American Natural Resources ETF
IGE
$785M
$12.9K ﹤0.01%
+205
CWI icon
505
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.69B
$11.2K ﹤0.01%
305
DEFT
506
Defi Technologies
DEFT
$218M
$11.1K ﹤0.01%
20,000
ALIT icon
507
Alight
ALIT
$387M
$8.97K ﹤0.01%
+15,400
MOO icon
508
VanEck Agribusiness ETF
MOO
$916M
$8.45K ﹤0.01%
100
AVDE icon
509
Avantis International Equity ETF
AVDE
$16.6B
$7.21K ﹤0.01%
85
BBAX icon
510
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.16B
$6.9K ﹤0.01%
116
GOSS icon
511
Gossamer Bio
GOSS
$81M
$6.57K ﹤0.01%
+20,000
SUSA icon
512
iShares ESG Optimized MSCI USA ETF
SUSA
$3.94B
$5.28K ﹤0.01%
40
MSOS icon
513
AdvisorShares Pure US Cannabis ETF
MSOS
$1.18B
$4.26K ﹤0.01%
1,200
EIS icon
514
iShares MSCI Israel ETF
EIS
$939M
$3.37K ﹤0.01%
+29
IAT icon
515
iShares US Regional Banks ETF
IAT
$612M
$3.18K ﹤0.01%
59
EWT icon
516
iShares MSCI Taiwan ETF
EWT
$10.6B
$2.62K ﹤0.01%
37
SMIN icon
517
iShares MSCI India Small-Cap ETF
SMIN
$624M
$2.46K ﹤0.01%
+41
VHT icon
518
Vanguard Health Care ETF
VHT
$16.8B
$2.18K ﹤0.01%
8
+4
STIP icon
519
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$2.07K ﹤0.01%
+20
IAGG icon
520
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$2.05K ﹤0.01%
+41
BBMC icon
521
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$2.03B
$1.52K ﹤0.01%
+14
VPU icon
522
Vanguard Utilities ETF
VPU
$8.38B
$1.39K ﹤0.01%
7
-481
VDC icon
523
Vanguard Consumer Staples ETF
VDC
$7.8B
$1.35K ﹤0.01%
+6
GAL icon
524
State Street Global Allocation ETF
GAL
$301M
$248 ﹤0.01%
5
-2
AIQ icon
525
Global X Artificial Intelligence & Technology ETF
AIQ
$10.5B
– –
-1,165
19 20
21
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