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
376
$3.88K ﹤0.01%
+495
377
$3.8K ﹤0.01%
+52
378
$3.79K ﹤0.01%
+6
379
$3.76K ﹤0.01%
+108
380
$3.75K ﹤0.01%
+91
381
$3.73K ﹤0.01%
+153
382
$3.59K ﹤0.01%
+344
383
$3.55K ﹤0.01%
+1
384
$3.55K ﹤0.01%
+300
385
$3.53K ﹤0.01%
+5
386
$3.48K ﹤0.01%
+94
387
$3.38K ﹤0.01%
+30
388
$3.32K ﹤0.01%
+13
389
$3.31K ﹤0.01%
+62
390
$3.21K ﹤0.01%
+111
391
$3.21K ﹤0.01%
+7
392
$3.2K ﹤0.01%
+67
393
$3.19K ﹤0.01%
+32
394
$3.18K ﹤0.01%
+16
395
$3.16K ﹤0.01%
+570
396
$3.16K ﹤0.01%
+314
397
$3.16K ﹤0.01%
+40
398
$3.15K ﹤0.01%
+63
399
$3.14K ﹤0.01%
+2
400
$3.11K ﹤0.01%
+11
14 15
16
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