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
176
$28.6K 0.03%
+1,119
177
$27.8K 0.03%
+177
178
$27.7K 0.03%
+82
179
$27.6K 0.03%
+1,338
180
$27K 0.02%
+400
181
$26.8K 0.02%
+1,551
182
$26.3K 0.02%
+314
183
$25.8K 0.02%
+222
184
$25.2K 0.02%
+735
185
$25.1K 0.02%
+668
186
$24.9K 0.02%
+348
187
$24.3K 0.02%
+300
188
$23.3K 0.02%
+1,159
189
$23.1K 0.02%
+442
190
$23.1K 0.02%
+186
191
$22.8K 0.02%
+247
192
$22.6K 0.02%
+118
193
$22.6K 0.02%
+208
194
$22.4K 0.02%
+272
195
$22.1K 0.02%
+37
196
$22K 0.02%
+1,925
197
$21.7K 0.02%
+2,397
198
$20.9K 0.02%
+1,572
199
$20.8K 0.02%
+648
200
$20.7K 0.02%
+844