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
451
$2.06K ﹤0.01%
+9
452
$2.02K ﹤0.01%
+325
453
$2K ﹤0.01%
+27
454
$1.98K ﹤0.01%
+9
455
$1.96K ﹤0.01%
+83
456
$1.94K ﹤0.01%
+78
457
$1.94K ﹤0.01%
+33
458
$1.93K ﹤0.01%
+5
459
$1.92K ﹤0.01%
+6
460
$1.92K ﹤0.01%
+30
461
$1.91K ﹤0.01%
+10
462
$1.89K ﹤0.01%
+24
463
$1.88K ﹤0.01%
+11
464
$1.85K ﹤0.01%
+34
465
$1.83K ﹤0.01%
+19
466
$1.79K ﹤0.01%
+142
467
$1.77K ﹤0.01%
+11
468
$1.76K ﹤0.01%
+8
469
$1.76K ﹤0.01%
+2
470
$1.75K ﹤0.01%
+34
471
$1.74K ﹤0.01%
+30
472
$1.74K ﹤0.01%
+24
473
$1.74K ﹤0.01%
+64
474
$1.71K ﹤0.01%
+3,000
475
$1.66K ﹤0.01%
+117
17 18
19
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