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
$169M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$1.92M
3
+$1.61M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.51M
5
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$1.42M

Top Sells

1
+$1.02M
2
+$663K
3
+$284K
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$265K
5
PZT icon
Invesco New York AMT-Free Municipal Bond ETF
PZT
+$248K

Sector Composition

1 Consumer Discretionary 2.87%
2 Technology 2.37%
3 Financials 1.73%
4 Communication Services 1.06%
5 Utilities 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,360
102
– –
-25,144
103
– –
-2,500
104
– –
-2,556
105
– –
-6,870
106
– –
-3,146
1 2 3 4
5