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
101
$96.3K 0.09%
+272
102
$94.4K 0.09%
+179
103
$90.1K 0.08%
+1,757
104
$89.3K 0.08%
+293
105
$85.3K 0.08%
+590
106
$80.6K 0.07%
+2,610
107
$80.4K 0.07%
+3,490
108
$79.8K 0.07%
+321
109
$78.7K 0.07%
+600
110
$75.5K 0.07%
+129
111
$75.1K 0.07%
+784
112
$74.6K 0.07%
+1,323
113
$71.2K 0.06%
+2,043
114
$69.8K 0.06%
+1,176
115
$69.7K 0.06%
+265
116
$69K 0.06%
+1,373
117
$68.5K 0.06%
+419
118
$67.3K 0.06%
+430
119
$66.2K 0.06%
+566
120
$63K 0.06%
+1,604
121
$61.7K 0.06%
+173
122
$61.3K 0.06%
+570
123
$61K 0.06%
+1,699
124
$60.8K 0.06%
+1,006
125
$59.6K 0.05%
+230
3 4
5
6 7