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
$147M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1 +$39.7M
2 +$359K
3 +$254K
4
CMCSA icon
Comcast
CMCSA
+$218K
5
CVS icon
CVS Health
CVS
+$217K

Top Sells

1 +$6.83M
2 +$6.56M
3 +$4.23M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.93M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.74M

Sector Composition

1 Technology 2.6%
2 Financials 2.55%
3 Energy 1.78%
4 Industrials 1.64%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$18.6K 0.01%
425
-765
227
$18.5K 0.01%
450
228
$18.3K 0.01%
+232
229
$18K 0.01%
+505
230
$17.8K 0.01%
333
+327
231
$17.4K 0.01%
358
+8
232
$17.1K 0.01%
+342
233
$16.6K 0.01%
+300
234
$15.9K 0.01%
4,350
235
$15.9K 0.01%
358
+18
236
$15.8K 0.01%
218
+185
237
$15.7K 0.01%
+900
238
$15.4K 0.01%
784
239
$15.3K 0.01%
130
+129
240
$15.3K 0.01%
120
241
$15.2K 0.01%
+75
242
$14.9K 0.01%
481
+147
243
$14.8K 0.01%
398
+192
244
$14.1K 0.01%
61
+31
245
$14.1K 0.01%
32
+11
246
$14K 0.01%
303
-2,637
247
$14K 0.01%
64
+58
248
$13.9K 0.01%
+737
249
$13.5K 0.01%
+350
250
$13.5K 0.01%
+376