AFWM
Abich Financial Wealth Management Portfolio holdings
AUM
$44.5M
1-Year Return
18.53%
This Quarter Return
+5.58%
1 Year Return
+18.53%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$24.7M
(+24%)
Cap. Flow
+$20.3M
Cap. Flow
% of AUM
15.71%
Top 10 Holdings %
Top 10 Hldgs %
83.63%
Holding
631
New
184
Increased
220
Reduced
54
Closed
85
Top Buys
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$7.03M |
| 2 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$5.83M |
| 3 |
Invesco QQQ Trust
QQQ
|
$4.82M |
| 4 |
Vanguard Growth ETF
VUG
|
$3.22M |
| 5 |
Vanguard Value ETF
VTV
|
$2.57M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$13.1M |
| 2 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$199K |
| 3 |
Energy Transfer Partners
ET
|
$131K |
| 4 |
NVIDIA
NVDA
|
$131K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Coinbase
COIN
$77.6B
| $8.75K | 0.01% |
33
+30
| +1,000% | +$7.95K |
|
227
Watsco
WSO
$16.6B
| $8.64K | 0.01% |
+20
| New | +$8.64K |
|
|
HUT
228
Hut 8
HUT
$2.69B
| $8.45K | 0.01% |
765
+728
| +1,968% | +$8.04K |
|
229
Tesla
TSLA
$1.12T
| $8.44K | 0.01% |
48
-110
| -70% | -$19.3K |
|
230
CME Group
CME
$94.6B
| $8.4K | 0.01% |
39
+37
| +1,850% | +$7.97K |
|
231
KLA
KLAC
$120B
| $8.38K | 0.01% |
+12
| New | +$8.38K |
|
232
General Motors
GM
$55.4B
| $8.34K | 0.01% |
+184
| New | +$8.34K |
|
233
Lennar Class A
LEN
$36.9B
| $8.08K | 0.01% |
49
+10
| +26% | +$1.65K |
|
234
McKesson
MCK
$86.7B
| $8.05K | 0.01% |
15
+2
| +15% | +$1.07K |
|
235
WisdomTree
WT
$2B
| $8.03K | 0.01% |
874
+826
| +1,721% | +$7.59K |
|
236
Roblox
RBLX
$89.1B
| $7.87K | 0.01% |
206
+197
| +2,189% | +$7.52K |
|
237
CompoSecure
CMPO
$1.99B
| $7.86K | 0.01% |
1,309
+1,233
| +1,622% | +$7.4K |
|
238
Salesforce
CRM
$240B
| $7.83K | 0.01% |
26
+8
| +44% | +$2.41K |
|
239
Intuit
INTU
$187B
| $7.8K | 0.01% |
+12
| New | +$7.8K |
|
240
Marathon Digital Holdings
MARA
$5.63B
| $7.75K | 0.01% |
343
+322
| +1,533% | +$7.27K |
|
241
PayPal
PYPL
$65.3B
| $7.7K | 0.01% |
115
+109
| +1,817% | +$7.3K |
|
242
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
| $7.69K | 0.01% |
+154
| New | +$7.69K |
|
243
Ferguson
FERG
$47.7B
| $7.65K | 0.01% |
35
+7
| +25% | +$1.53K |
|
244
Fastenal
FAST
$55.3B
| $7.64K | 0.01% |
+198
| New | +$7.64K |
|
245
Humana
HUM
$37.3B
| $7.63K | 0.01% |
22
+11
| +100% | +$3.81K |
|
246
Nu Holdings
NU
$73.5B
| $7.61K | 0.01% |
638
+599
| +1,536% | +$7.15K |
|
247
Cheniere Energy
LNG
$51.3B
| $7.58K | 0.01% |
47
+15
| +47% | +$2.42K |
|
|
HIVE
248
HIVE Digital Technologies
HIVE
$597M
| $7.57K | 0.01% |
2,245
+2,157
| +2,451% | +$7.27K |
|
249
Customers Bancorp
CUBI
$2.15B
| $7.43K | 0.01% |
140
+133
| +1,900% | +$7.06K |
|
250
lululemon athletica
LULU
$19.9B
| $7.42K | 0.01% |
+19
| New | +$7.42K |
|