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
151
$42.5K 0.04%
+970
152
$42.2K 0.04%
+191
153
$41.4K 0.04%
+252
154
$39.2K 0.04%
+270
155
$38.8K 0.04%
+502
156
$37.5K 0.03%
+629
157
$35K 0.03%
+4,474
158
$34.2K 0.03%
+1,014
159
$33.8K 0.03%
+3,086
160
$33.8K 0.03%
+1,484
161
$33K 0.03%
+796
162
$33K 0.03%
+213
163
$32.4K 0.03%
+564
164
$32.4K 0.03%
+3,185
165
$32.2K 0.03%
+650
166
$32.2K 0.03%
+1,710
167
$32K 0.03%
+615
168
$32K 0.03%
+2,625
169
$30.4K 0.03%
+403
170
$30.2K 0.03%
+811
171
$29.9K 0.03%
+570
172
$29.7K 0.03%
+737
173
$29.7K 0.03%
+2,738
174
$29.2K 0.03%
+998
175
$29.1K 0.03%
+885
5 6
7
8 9