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
251
$7.36K 0.01%
4,845
+4,596
252
$7.34K 0.01%
26
253
$7.34K 0.01%
760
+736
254
$7.32K 0.01%
+71
255
$7.3K 0.01%
135
256
$7.21K 0.01%
260
257
$7.16K 0.01%
1,725
+1,656
258
$7.14K 0.01%
+88
259
$7.1K 0.01%
104
-113
260
$7.05K 0.01%
437
261
$7.03K 0.01%
+53
262
$6.99K 0.01%
3,135
+3,013
263
$6.97K 0.01%
47
+10
264
$6.83K 0.01%
30
-44
265
$6.8K 0.01%
70
266
$6.79K 0.01%
+7
267
$6.67K 0.01%
32
+7
268
$6.67K 0.01%
91
+17
269
$6.67K 0.01%
42
+16
270
$6.58K 0.01%
33
+7
271
$6.51K 0.01%
54
+11
272
$6.47K 0.01%
70
+15
273
$6.38K ﹤0.01%
57
+12
274
$6.1K ﹤0.01%
6
+1
275
$6.01K ﹤0.01%
102
+21
9 10
11
12 13