AWM
Able Wealth Management Portfolio holdings
AUM
$198M
1-Year Return
12.12%
This Quarter Return
+6.94%
1 Year Return
+12.12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
+$4.52M
(+4.1%)
Cap. Flow
-$1.91M
Cap. Flow
% of AUM
-1.67%
Top 10 Holdings %
Top 10 Hldgs %
57.27%
Holding
620
New
9
Increased
41
Reduced
33
Closed
533
Top Buys
| 1 |
JPMorgan US Quality Factor ETF
JQUA
|
$1.32M |
| 2 |
Invesco S&P 100 Equal Weight ETF
EQWL
|
$1.16M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$882K |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$781K |
| 5 |
Invesco S&P 500 Momentum ETF
SPMO
|
$574K |
Top Sells
Sector Composition
| 1 | Technology | 2.73% |
| 2 | Financials | 2.25% |
| 3 | Healthcare | 1.32% |
| 4 | Communication Services | 1.08% |
| 5 | Utilities | 0.74% |
