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
401
$3.04K ﹤0.01%
+8
402
$3.01K ﹤0.01%
+13
403
$2.99K ﹤0.01%
+207
404
$2.96K ﹤0.01%
+24
405
$2.94K ﹤0.01%
+38
406
$2.92K ﹤0.01%
+31
407
$2.89K ﹤0.01%
+46
408
$2.88K ﹤0.01%
+15
409
$2.86K ﹤0.01%
+111
410
$2.77K ﹤0.01%
+43
411
$2.76K ﹤0.01%
+117
412
$2.71K ﹤0.01%
+188
413
$2.69K ﹤0.01%
+27
414
$2.65K ﹤0.01%
+44
415
$2.63K ﹤0.01%
+8
416
$2.62K ﹤0.01%
+168
417
$2.61K ﹤0.01%
+116
418
$2.57K ﹤0.01%
+11
419
$2.55K ﹤0.01%
+15
420
$2.55K ﹤0.01%
+20
421
$2.52K ﹤0.01%
+70
422
$2.51K ﹤0.01%
+112
423
$2.5K ﹤0.01%
+19
424
$2.5K ﹤0.01%
+57
425
$2.49K ﹤0.01%
+21
15 16
17
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