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
351
$4.49K ﹤0.01%
+115
352
$4.48K ﹤0.01%
+216
353
$4.43K ﹤0.01%
+88
354
$4.41K ﹤0.01%
+500
355
$4.38K ﹤0.01%
+30
356
$4.36K ﹤0.01%
+39
357
$4.3K ﹤0.01%
+70
358
$4.25K ﹤0.01%
+33
359
$4.2K ﹤0.01%
+85
360
$4.16K ﹤0.01%
+14
361
$4.16K ﹤0.01%
+38
362
$4.16K ﹤0.01%
+302
363
$4.15K ﹤0.01%
+72
364
$4.13K ﹤0.01%
+79
365
$4.12K ﹤0.01%
+42
366
$4.09K ﹤0.01%
+63
367
$4.06K ﹤0.01%
+7
368
$4.05K ﹤0.01%
+152
369
$4.03K ﹤0.01%
+68
370
$3.95K ﹤0.01%
+21
371
$3.92K ﹤0.01%
+10
372
$3.9K ﹤0.01%
+26
373
$3.89K ﹤0.01%
+38
374
$3.88K ﹤0.01%
+495
375
$3.8K ﹤0.01%
+69
13 14
15
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