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
201
$20.7K 0.02%
+181
202
$20.4K 0.02%
+572
203
$19.6K 0.02%
+429
204
$19.6K 0.02%
+112
205
$19.5K 0.02%
+563
206
$19.5K 0.02%
+234
207
$19.4K 0.02%
+125
208
$19.3K 0.02%
+29
209
$19.3K 0.02%
+798
210
$19.1K 0.02%
+174
211
$19.1K 0.02%
+1,976
212
$18.9K 0.02%
+925
213
$18.9K 0.02%
+728
214
$18.4K 0.02%
+519
215
$18.1K 0.02%
+117
216
$18.1K 0.02%
+234
217
$17.8K 0.02%
+376
218
$17.6K 0.02%
+40
219
$17.2K 0.02%
+469
220
$17.2K 0.02%
+728
221
$17.2K 0.02%
+27
222
$16.9K 0.02%
+201
223
$16.8K 0.02%
+56
224
$16.6K 0.02%
+275
225
$16K 0.01%
+260