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
251
$12.6K 0.01%
+440
252
$12.6K 0.01%
+424
253
$12.4K 0.01%
+293
254
$12.3K 0.01%
+508
255
$12.2K 0.01%
+644
256
$12.1K 0.01%
+133
257
$12.1K 0.01%
+252
258
$11.9K 0.01%
+433
259
$11.8K 0.01%
+97
260
$11.7K 0.01%
+76
261
$11.6K 0.01%
+230
262
$11.6K 0.01%
+201
263
$11.5K 0.01%
+373
264
$11.1K 0.01%
+1,010
265
$11.1K 0.01%
+300
266
$11.1K 0.01%
+200
267
$10.8K 0.01%
+1,000
268
$10.8K 0.01%
+243
269
$10.8K 0.01%
+60
270
$10.7K 0.01%
+56
271
$10.7K 0.01%
+76
272
$10.5K 0.01%
+43
273
$10.5K 0.01%
+165
274
$10.4K 0.01%
+560
275
$10.3K 0.01%
+99