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
276
$9.91K 0.01%
+410
277
$9.7K 0.01%
+181
278
$9.61K 0.01%
+177
279
$9.52K 0.01%
+92
280
$9.4K 0.01%
+298
281
$9.33K 0.01%
+1,000
282
$9.3K 0.01%
+352
283
$9.21K 0.01%
+200
284
$9.2K 0.01%
+208
285
$9.1K 0.01%
+800
286
$9.07K 0.01%
+348
287
$8.95K 0.01%
+152
288
$8.95K 0.01%
+1,055
289
$8.94K 0.01%
+358
290
$8.76K 0.01%
+110
291
$8.7K 0.01%
+50
292
$8.68K 0.01%
+161
293
$8.63K 0.01%
+82
294
$8.49K 0.01%
+23
295
$8.39K 0.01%
+40
296
$8.04K 0.01%
+70
297
$7.81K 0.01%
+300
298
$7.75K 0.01%
+100
299
$7.74K 0.01%
+102
300
$7.67K 0.01%
+71
10 11
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