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
326
$5.81K 0.01%
+226
327
$5.8K 0.01%
+21
328
$5.71K 0.01%
+43
329
$5.7K 0.01%
+14
330
$5.67K 0.01%
+42
331
$5.57K 0.01%
+43
332
$5.56K 0.01%
+19
333
$5.45K 0.01%
+54
334
$5.38K ﹤0.01%
+188
335
$5.3K ﹤0.01%
+105
336
$5.27K ﹤0.01%
+25
337
$5.22K ﹤0.01%
+67
338
$5.21K ﹤0.01%
+260
339
$5.15K ﹤0.01%
+99
340
$5.14K ﹤0.01%
+74
341
$5.08K ﹤0.01%
+1,000
342
$5.02K ﹤0.01%
+24
343
$4.97K ﹤0.01%
+172
344
$4.89K ﹤0.01%
+770
345
$4.87K ﹤0.01%
+36
346
$4.85K ﹤0.01%
+361
347
$4.76K ﹤0.01%
+235
348
$4.75K ﹤0.01%
+82
349
$4.6K ﹤0.01%
+92
350
$4.57K ﹤0.01%
+261