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
276
$5.92K ﹤0.01%
325
-53
277
$5.88K ﹤0.01%
56
+11
278
$5.87K ﹤0.01%
+12
279
$5.85K ﹤0.01%
84
+18
280
$5.84K ﹤0.01%
47
+10
281
$5.75K ﹤0.01%
14
+2
282
$5.68K ﹤0.01%
107
-912
283
$5.65K ﹤0.01%
36
+12
284
$5.65K ﹤0.01%
41
+9
285
$5.64K ﹤0.01%
+120
286
$5.49K ﹤0.01%
41
+17
287
$5.42K ﹤0.01%
+108
288
$5.37K ﹤0.01%
+57
289
$5.25K ﹤0.01%
13
+3
290
$5.23K ﹤0.01%
+44
291
$5.23K ﹤0.01%
43
+9
292
$5.21K ﹤0.01%
+26
293
$5.12K ﹤0.01%
+88
294
$5K ﹤0.01%
+79
295
$4.91K ﹤0.01%
+33
296
$4.87K ﹤0.01%
45
+10
297
$4.86K ﹤0.01%
+80
298
$4.84K ﹤0.01%
29
+10
299
$4.79K ﹤0.01%
+12
300
$4.75K ﹤0.01%
19
+4
10 11
12
13 14