AWM
Able Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
+0.88%
1 Year Return
+12.12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
+$152M
(+15%)
Cap. Flow
+$19.5M
Cap. Flow
% of AUM
12.84%
Top 10 Holdings %
Top 10 Hldgs %
49.61%
Holding
100
New
10
Increased
51
Reduced
31
Closed
4
Top Buys
| 1 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$1.92M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$1.89M |
| 3 |
iShares S&P 100 ETF
OEF
|
$1.87M |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
$1.19M |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
$1.13M |
Top Sells
Sector Composition
| 1 | Technology | 2.78% |
| 2 | Financials | 1.85% |
| 3 | Communication Services | 1.29% |
| 4 | Healthcare | 0.93% |
| 5 | Utilities | 0.63% |
