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
$115M
AUM Growth
+$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.16M
3
+$882K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$781K
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$574K

Top Sells

1
+$346K
2
+$269K
3
+$234K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$215K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$214K

Sector Composition

1 Technology 2.73%
2 Financials 2.25%
3 Healthcare 1.32%
4 Communication Services 1.08%
5 Utilities 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$373K 0.33%
2,449
+76
52
$369K 0.32%
3,525
-127
53
$355K 0.31%
6,214
54
$354K 0.31%
1,965
+312
55
$331K 0.29%
1,274
+107
56
$329K 0.29%
3,623
-1
57
$328K 0.29%
+6,699
58
$315K 0.28%
1,573
59
$315K 0.27%
4,904
-2,022
60
$303K 0.26%
14,910
-738
61
$299K 0.26%
779
-23
62
$298K 0.26%
+7,288
63
$293K 0.26%
5,831
-2,108
64
$290K 0.25%
+11,290
65
$280K 0.24%
4,129
-1
66
$276K 0.24%
+1,227
67
$276K 0.24%
3,769
-121
68
$272K 0.24%
+6,636
69
$257K 0.22%
5,690
-556
70
$255K 0.22%
1,935
-10
71
$254K 0.22%
1,409
+302
72
$254K 0.22%
1,544
+131
73
$249K 0.22%
2,258
-610
74
$247K 0.22%
5,026
-641
75
$246K 0.21%
1,265
+65
1 2
3
4 5