AWM

Able Wealth Management Portfolio holdings

AUM $266M
1-Year Est. Return 13.19%
This Quarter Est. Return
1 Year Est. Return
+13.19%
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 +$6.39M
3 +$5.33M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.33M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$4.7M

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
$15.5K 0.01%
+50
227
$15.4K 0.01%
+649
228
$15.4K 0.01%
+622
229
$15.4K 0.01%
+329
230
$15.2K 0.01%
+178
231
$15.2K 0.01%
+66
232
$14.9K 0.01%
+145
233
$14.9K 0.01%
+147
234
$14.1K 0.01%
+2,180
235
$13.9K 0.01%
+574
236
$13.9K 0.01%
+162
237
$13.6K 0.01%
+401
238
$13.6K 0.01%
+265
239
$13.5K 0.01%
+272
240
$13.5K 0.01%
+71
241
$13.4K 0.01%
+1,000
242
$13.3K 0.01%
+25
243
$13.3K 0.01%
+500
244
$13.2K 0.01%
+42
245
$13.1K 0.01%
+294
246
$13.1K 0.01%
+82
247
$13K 0.01%
+376
248
$12.9K 0.01%
+17
249
$12.9K 0.01%
+478
250
$12.7K 0.01%
+52