AFWM

Abich Financial Wealth Management Portfolio holdings

AUM $281M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$5.83M
3
+$4.82M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.22M
5
VTV icon
Vanguard Value ETF
VTV
+$2.57M

Top Sells

1
+$13.1M
2
+$199K
3
+$131K
4
NVDA icon
NVIDIA
NVDA
+$131K
5
PSX icon
Phillips 66
PSX
+$120K

Sector Composition

1 Financials 2.2%
2 Technology 1.86%
3 Energy 1.41%
4 Real Estate 1.15%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.75K 0.01%
33
+30
227
$8.64K 0.01%
+20
228
$8.45K 0.01%
765
+728
229
$8.44K 0.01%
48
-110
230
$8.4K 0.01%
39
+37
231
$8.38K 0.01%
+12
232
$8.34K 0.01%
+184
233
$8.08K 0.01%
49
+10
234
$8.05K 0.01%
15
+2
235
$8.03K 0.01%
874
+826
236
$7.87K 0.01%
206
+197
237
$7.86K 0.01%
1,309
+1,233
238
$7.83K 0.01%
26
+8
239
$7.8K 0.01%
+12
240
$7.75K 0.01%
343
+322
241
$7.7K 0.01%
115
+109
242
$7.69K 0.01%
+154
243
$7.64K 0.01%
35
+7
244
$7.64K 0.01%
+198
245
$7.63K 0.01%
22
+11
246
$7.61K 0.01%
638
+599
247
$7.58K 0.01%
47
+15
248
$7.57K 0.01%
2,245
+2,157
249
$7.43K 0.01%
140
+133
250
$7.42K 0.01%
+19
8 9
10
11 12