AWM
Able Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
+2.29%
1 Year Return
+12.12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(+6%)
Cap. Flow
+$5.86M
Cap. Flow
% of AUM
4.82%
Top 10 Holdings %
Top 10 Hldgs %
55.27%
Holding
92
New
6
Increased
29
Reduced
39
Closed
11
Top Buys
| 1 |
Invesco S&P 500 Momentum ETF
SPMO
|
$2.59M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$1.29M |
| 3 |
Putnam Focused Large Cap Value ETF
PVAL
|
$1.26M |
| 4 |
VanEck Semiconductor ETF
SMH
|
$808K |
| 5 |
Global X Adaptive US Factor ETF
AUSF
|
$775K |
Top Sells
Sector Composition
| 1 | Technology | 2.7% |
| 2 | Financials | 1.88% |
| 3 | Healthcare | 1.24% |
| 4 | Communication Services | 1.21% |
| 5 | Utilities | 0.72% |
