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
126
$58.9K 0.05%
+1,395
127
$58.1K 0.05%
+3,460
128
$56.4K 0.05%
+223
129
$55.2K 0.05%
+307
130
$54.8K 0.05%
+1,019
131
$54.4K 0.05%
+2,257
132
$54.2K 0.05%
+548
133
$53.7K 0.05%
+595
134
$51.7K 0.05%
+1,856
135
$51.4K 0.05%
+634
136
$50.1K 0.05%
+2,416
137
$49.4K 0.04%
+977
138
$49K 0.04%
+807
139
$48.9K 0.04%
+338
140
$47.6K 0.04%
+684
141
$46.9K 0.04%
+1,244
142
$46K 0.04%
+1,365
143
$45.7K 0.04%
+1,083
144
$45.3K 0.04%
+100
145
$44.8K 0.04%
+605
146
$44K 0.04%
+539
147
$43.8K 0.04%
+496
148
$43.2K 0.04%
+597
149
$42.8K 0.04%
+846
150
$42.6K 0.04%
+453
4 5
6
7 8