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
476
$1.66K ﹤0.01%
+57
477
$1.62K ﹤0.01%
+115
478
$1.57K ﹤0.01%
+54
479
$1.56K ﹤0.01%
+132
480
$1.55K ﹤0.01%
+300
481
$1.55K ﹤0.01%
+452
482
$1.52K ﹤0.01%
+83
483
$1.5K ﹤0.01%
+22
484
$1.48K ﹤0.01%
+6
485
$1.46K ﹤0.01%
+19
486
$1.45K ﹤0.01%
+180
487
$1.38K ﹤0.01%
+24
488
$1.36K ﹤0.01%
+95
489
$1.34K ﹤0.01%
+14
490
$1.32K ﹤0.01%
+68
491
$1.31K ﹤0.01%
+19
492
$1.31K ﹤0.01%
+18
493
$1.3K ﹤0.01%
+16
494
$1.29K ﹤0.01%
+32
495
$1.26K ﹤0.01%
+10
496
$1.26K ﹤0.01%
+5
497
$1.22K ﹤0.01%
+22
498
$1.21K ﹤0.01%
+19
499
$1.19K ﹤0.01%
+5
500
$1.17K ﹤0.01%
+34
18 19
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