AWM

Able Wealth Management Portfolio holdings

AUM $316M
1-Year Est. Return 13.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1 +$19.4M
2 +$6.01M
3 +$5.09M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.99M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$4.34M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.54%
2 Financials 2.66%
3 Healthcare 2.41%
4 Communication Services 1.3%
5 Utilities 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$15.4K 0.01%
+622
227
$15.4K 0.01%
+329
228
$15.2K 0.01%
+178
229
$15.2K 0.01%
+66
230
$14.9K 0.01%
+145
231
$14.9K 0.01%
+147
232
$14.1K 0.01%
+2,180
233
$13.9K 0.01%
+574
234
$13.9K 0.01%
+324
235
$13.6K 0.01%
+401
236
$13.6K 0.01%
+265
237
$13.5K 0.01%
+272
238
$13.5K 0.01%
+71
239
$13.4K 0.01%
+1,000
240
$13.3K 0.01%
+25
241
$13.3K 0.01%
+500
242
$13.2K 0.01%
+42
243
$13.1K 0.01%
+294
244
$13.1K 0.01%
+82
245
$13K 0.01%
+376
246
$12.9K 0.01%
+17
247
$12.9K 0.01%
+478
248
$12.7K 0.01%
+52
249
$12.6K 0.01%
+440
250
$12.6K 0.01%
+424