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
251
$5.49K 0.01%
243
+180
252
$5.41K 0.01%
72
-548
253
$5.38K 0.01%
+59
254
$5.28K 0.01%
+49
255
$5.25K 0.01%
131
+86
256
$5.12K 0.01%
25
+21
257
$4.95K 0.01%
22
-7
258
$4.85K 0.01%
44
-148
259
$4.83K 0.01%
1,247
+941
260
$4.8K 0.01%
+175
261
$4.79K 0.01%
233
+161
262
$4.79K 0.01%
204
-277
263
$4.73K 0.01%
33
+20
264
$4.62K 0.01%
320
+219
265
$4.58K 0.01%
187
+113
266
$4.54K 0.01%
41
-677
267
$4.5K 0.01%
+10
268
$4.37K 0.01%
262
+156
269
$4.34K 0.01%
87
-39
270
$4.26K 0.01%
+26
271
$4.26K 0.01%
4
-12
272
$4.21K 0.01%
104
+71
273
$4.17K 0.01%
182
+153
274
$4.14K 0.01%
18
+13
275
$4.05K 0.01%
9
+7
9 10
11
12 13