AWM
Able Wealth Management Portfolio holdings
AUM
$198M
1-Year Return
12.12%
This Quarter Return
+7.67%
1 Year Return
+12.12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.25%
Holding
611
New
610
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$19.4M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
+$6.39M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$5.33M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$5.33M |
| 5 |
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% |
