We are live on ! Find out more
AWM

Able Wealth Management Portfolio holdings

AUM $374M
1-Year Est. Return 12.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.1M
3
+$843K
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$780K
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$527K

Top Sells

1
+$326K
2
+$269K
3
+$234K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$214K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$206K

Sector Composition

1 Technology 2.73%
2 Financials 2.25%
3 Healthcare 1.32%
4 Communication Services 1.08%
5 Utilities 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-14
177
– –
-19
178
– –
-38
179
– –
-11
180
– –
-265
181
– –
-376
182
– –
-2,738
183
– –
-734
184
– –
-48
185
– –
-11
186
– –
-1,244
187
– –
-1
188
– –
-800
189
– –
-21
190
– –
-570
191
– –
-12
192
– –
-3
193
– –
-324
194
– –
-628
195
– –
-24
196
– –
-668
197
– –
-181
198
– –
-236
199
– –
-429
200
– –
-120
6 7
8
9 10