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
426
$2.46K ﹤0.01%
+72
427
$2.42K ﹤0.01%
+3
428
$2.41K ﹤0.01%
+25
429
$2.39K ﹤0.01%
+28
430
$2.38K ﹤0.01%
+12
431
$2.37K ﹤0.01%
+14
432
$2.31K ﹤0.01%
+54
433
$2.3K ﹤0.01%
+32
434
$2.3K ﹤0.01%
+1,000
435
$2.27K ﹤0.01%
+12
436
$2.26K ﹤0.01%
+63
437
$2.26K ﹤0.01%
+260
438
$2.25K ﹤0.01%
+42
439
$2.23K ﹤0.01%
+68
440
$2.22K ﹤0.01%
+51
441
$2.19K ﹤0.01%
+33
442
$2.19K ﹤0.01%
+113
443
$2.16K ﹤0.01%
+19
444
$2.16K ﹤0.01%
+23
445
$2.15K ﹤0.01%
+100
446
$2.15K ﹤0.01%
+19
447
$2.13K ﹤0.01%
+103
448
$2.08K ﹤0.01%
+200
449
$2.07K ﹤0.01%
+6,500
450
$2.06K ﹤0.01%
+14
16 17
18
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