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
$44.5M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$260K
2
+$205K
3
+$171K
4
WRB icon
W.R. Berkley
WRB
+$159K
5
SNA icon
Snap-on
SNA
+$152K

Top Sells

1
+$57M
2
+$7.61M
3
+$6.78M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.98M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.56M

Sector Composition

1 Financials 4.5%
2 Technology 3.38%
3 Energy 3.13%
4 Industrials 3.06%
5 Consumer Discretionary 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.33K 0.02%
37
227
$7.18K 0.02%
143
+93
228
$7K 0.02%
1,063
+771
229
$6.97K 0.02%
+141
230
$6.9K 0.02%
2,429
+1,836
231
$6.88K 0.02%
101
+67
232
$6.81K 0.02%
+38
233
$6.78K 0.02%
60
+38
234
$6.72K 0.02%
19
-16
235
$6.62K 0.01%
30
-22
236
$6.55K 0.01%
188
-68
237
$6.51K 0.01%
24
-37
238
$6.48K 0.01%
2,069
-1,852
239
$6.05K 0.01%
22
-128
240
$5.99K 0.01%
129
-89
241
$5.96K 0.01%
296
+203
242
$5.94K 0.01%
320
+221
243
$5.93K 0.01%
12
-20
244
$5.86K 0.01%
2,777
-2,192
245
$5.81K 0.01%
87
+64
246
$5.8K 0.01%
5,742
-3,997
247
$5.75K 0.01%
1,189
+905
248
$5.71K 0.01%
158
249
$5.71K 0.01%
101
+61
250
$5.54K 0.01%
55
8 9
10
11 12