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
251
$13.5K 0.01%
+512
252
$13.3K 0.01%
125
-238
253
$13.2K 0.01%
+65
254
$13.1K 0.01%
142
255
$12.8K 0.01%
4,969
+1,834
256
$12.6K 0.01%
+600
257
$12.5K 0.01%
+644
258
$12.4K 0.01%
+249
259
$12.4K 0.01%
16
+11
260
$12.2K 0.01%
22
261
$12.1K 0.01%
180
+100
262
$12.1K 0.01%
3,921
+1,676
263
$11.3K 0.01%
+178
264
$11.1K 0.01%
+162
265
$11K 0.01%
38
+12
266
$10.9K 0.01%
+223
267
$10.6K 0.01%
35
-13
268
$10.6K 0.01%
1,878
+569
269
$10.5K 0.01%
265
270
$10.5K 0.01%
218
+78
271
$10.5K 0.01%
+900
272
$10.4K 0.01%
60
273
$10.3K 0.01%
104
+19
274
$10.2K 0.01%
190
+175
275
$10.2K 0.01%
52
+13
9 10
11
12 13