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
276
$10.2K 0.01%
+236
277
$10K 0.01%
+552
278
$9.91K 0.01%
+410
279
$9.7K 0.01%
+181
280
$9.61K 0.01%
+177
281
$9.52K 0.01%
+92
282
$9.4K 0.01%
+298
283
$9.33K 0.01%
+1,000
284
$9.3K 0.01%
+352
285
$9.21K 0.01%
+200
286
$9.2K 0.01%
+208
287
$9.1K 0.01%
+800
288
$9.07K 0.01%
+348
289
$8.95K 0.01%
+152
290
$8.95K 0.01%
+1,055
291
$8.94K 0.01%
+358
292
$8.76K 0.01%
+110
293
$8.7K 0.01%
+50
294
$8.68K 0.01%
+161
295
$8.63K 0.01%
+82
296
$8.49K 0.01%
+23
297
$8.39K 0.01%
+40
298
$8.04K 0.01%
+70
299
$7.81K 0.01%
+300
300
$7.75K 0.01%
+100
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