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
251
$12.4K 0.01%
+293
252
$12.3K 0.01%
+508
253
$12.2K 0.01%
+644
254
$12.1K 0.01%
+133
255
$12.1K 0.01%
+252
256
$11.9K 0.01%
+433
257
$11.8K 0.01%
+97
258
$11.7K 0.01%
+76
259
$11.6K 0.01%
+230
260
$11.6K 0.01%
+201
261
$11.5K 0.01%
+373
262
$11.1K 0.01%
+1,010
263
$11.1K 0.01%
+300
264
$11.1K 0.01%
+200
265
$10.8K 0.01%
+1,000
266
$10.8K 0.01%
+243
267
$10.8K 0.01%
+120
268
$10.7K 0.01%
+56
269
$10.7K 0.01%
+76
270
$10.5K 0.01%
+43
271
$10.5K 0.01%
+165
272
$10.4K 0.01%
+560
273
$10.3K 0.01%
+99
274
$10.2K 0.01%
+236
275
$10K 0.01%
+552