AWM

Able Wealth Management Portfolio holdings

AUM $316M
1-Year Est. Return 13.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.26%
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
+$6.01M
3
+$5.09M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.99M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$4.34M

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
$1.57K ﹤0.01%
+54
477
$1.56K ﹤0.01%
+132
478
$1.55K ﹤0.01%
+300
479
$1.55K ﹤0.01%
+452
480
$1.52K ﹤0.01%
+83
481
$1.5K ﹤0.01%
+22
482
$1.48K ﹤0.01%
+6
483
$1.46K ﹤0.01%
+19
484
$1.45K ﹤0.01%
+180
485
$1.38K ﹤0.01%
+24
486
$1.36K ﹤0.01%
+95
487
$1.34K ﹤0.01%
+14
488
$1.32K ﹤0.01%
+68
489
$1.31K ﹤0.01%
+19
490
$1.31K ﹤0.01%
+18
491
$1.3K ﹤0.01%
+16
492
$1.29K ﹤0.01%
+32
493
$1.26K ﹤0.01%
+10
494
$1.26K ﹤0.01%
+5
495
$1.22K ﹤0.01%
+22
496
$1.21K ﹤0.01%
+19
497
$1.19K ﹤0.01%
+5
498
$1.17K ﹤0.01%
+34
499
$1.16K ﹤0.01%
+10
500
$1.15K ﹤0.01%
+17
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