We are live on ! Find out more
AWM

Able Wealth Management Portfolio holdings

AUM $374M
1-Year Est. Return 12.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.1M
3
+$843K
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$780K
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$527K

Top Sells

1
+$326K
2
+$269K
3
+$234K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$214K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$206K

Sector Composition

1 Technology 2.73%
2 Financials 2.25%
3 Healthcare 1.32%
4 Communication Services 1.08%
5 Utilities 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-574
252
– –
-54
253
– –
-4
254
– –
-811
255
– –
-1,019
256
– –
-23
257
– –
-66
258
– –
-23
259
– –
-226
260
– –
-595
261
– –
-111
262
– –
-30
263
– –
-19
264
– –
-1,055
265
– –
-18
266
– –
-19
267
– –
-133
268
– –
-440
269
– –
-247
270
– –
-186
271
– –
-634
272
– –
-5
273
– –
-142
274
– –
-3,239
275
– –
-5
9 10
11
12 13