We are live on ! Find out more
AWM

Able Wealth Management Portfolio holdings

AUM $374M
1-Year Est. Return 12.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.1M
3
+$843K
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$780K
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$527K

Top Sells

1
+$326K
2
+$269K
3
+$234K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$214K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$206K

Sector Composition

1 Technology 2.73%
2 Financials 2.25%
3 Healthcare 1.32%
4 Communication Services 1.08%
5 Utilities 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-31
327
– –
-1,000
328
– –
-125
329
– –
-18
330
– –
-8
331
– –
-293
332
– –
-19
333
– –
-43
334
– –
-85
335
– –
-70
336
– –
-5,000
337
– –
-1,083
338
– –
-590
339
– –
-64
340
– –
-148
341
– –
-43
342
– –
-204
343
– –
-2
344
– –
-113
345
– –
-400
346
– –
-6
347
– –
-22
348
– –
-433
349
– –
-3
350
– –
-13
12 13
14
15 16