AWM

Able Wealth Management Portfolio holdings

AUM $316M
1-Year Est. Return 13.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.26%
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 +$6.01M
3 +$5.09M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.99M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$4.34M

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
$19.6K 0.02%
+429
202
$19.6K 0.02%
+112
203
$19.5K 0.02%
+563
204
$19.5K 0.02%
+234
205
$19.4K 0.02%
+125
206
$19.3K 0.02%
+29
207
$19.3K 0.02%
+798
208
$19.1K 0.02%
+174
209
$19.1K 0.02%
+1,976
210
$18.9K 0.02%
+925
211
$18.9K 0.02%
+728
212
$18.4K 0.02%
+519
213
$18.1K 0.02%
+117
214
$18.1K 0.02%
+234
215
$17.8K 0.02%
+376
216
$17.6K 0.02%
+40
217
$17.2K 0.02%
+469
218
$17.2K 0.02%
+728
219
$17.2K 0.02%
+27
220
$16.9K 0.02%
+201
221
$16.8K 0.02%
+56
222
$16.6K 0.02%
+275
223
$16K 0.01%
+260
224
$15.5K 0.01%
+50
225
$15.4K 0.01%
+649