AWM
Angeles Wealth Management Portfolio holdings
AUM
$1.46B
This Quarter Return
-14.05%
1 Year Return
+15.45%
3 Year Return
+63.05%
5 Year Return
–
10 Year Return
–
AUM
$501M
AUM Growth
+$501M
(-5.3%)
Cap. Flow
+$59.9M
Cap. Flow
% of AUM
11.97%
Top 10 Holdings %
Top 10 Hldgs %
53.75%
Holding
224
New
32
Increased
39
Reduced
77
Closed
27
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$33.9M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
$23.9M |
| 3 |
iShares MSCI World ETF
URTH
|
$21.1M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$6.78M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$5.21M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$27.9M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$7.07M |
| 3 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$4.18M |
| 4 |
Vanguard Growth ETF
VUG
|
$2.34M |
| 5 |
iShares MSCI Intl Value Factor ETF
IVLU
|
$1.7M |
Sector Composition
| 1 | Technology | 6.13% |
| 2 | Financials | 3.56% |
| 3 | Healthcare | 3.17% |
| 4 | Consumer Discretionary | 3.03% |
| 5 | Consumer Staples | 2.64% |
