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
301
$7.74K 0.01%
+102
302
$7.67K 0.01%
+71
303
$7.42K 0.01%
+18
304
$7.25K 0.01%
+27
305
$7.22K 0.01%
+13
306
$7.21K 0.01%
+14
307
$7.07K 0.01%
+29
308
$7K 0.01%
+36
309
$6.77K 0.01%
+148
310
$6.72K 0.01%
+675
311
$6.71K 0.01%
+14
312
$6.71K 0.01%
+176
313
$6.66K 0.01%
+29
314
$6.54K 0.01%
+247
315
$6.5K 0.01%
+110
316
$6.45K 0.01%
+105
317
$6.32K 0.01%
+246
318
$6.25K 0.01%
+82
319
$6.21K 0.01%
+500
320
$6.19K 0.01%
+400
321
$6.13K 0.01%
+111
322
$6.11K 0.01%
+44
323
$6.06K 0.01%
+26
324
$5.83K 0.01%
+204
325
$5.83K 0.01%
+48
11 12
13
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