AWM
Angeles Wealth Management Portfolio holdings
AUM
$1.46B
This Quarter Return
-4.91%
1 Year Return
+15.45%
3 Year Return
+63.05%
5 Year Return
–
10 Year Return
–
AUM
$528M
AUM Growth
–
Cap. Flow
+$528M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.07%
Holding
192
New
192
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$57.6M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$53.2M |
| 3 |
Vanguard Total World Stock ETF
VT
|
$48.3M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$36.2M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$27.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.78% |
| 2 | Financials | 4.8% |
| 3 | Consumer Discretionary | 4.29% |
| 4 | Healthcare | 3.25% |
| 5 | Industrials | 2.9% |
