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
276
$4.02K 0.01%
484
+355
277
$3.99K 0.01%
+95
278
$3.98K 0.01%
24
-420
279
$3.97K 0.01%
+149
280
$3.85K 0.01%
177
+118
281
$3.71K 0.01%
27
-464
282
$3.7K 0.01%
+17
283
$3.69K 0.01%
+69
284
$3.65K 0.01%
9
-726
285
$3.54K 0.01%
23
+13
286
$3.51K 0.01%
6
-453
287
$3.38K 0.01%
22
+12
288
$3.35K 0.01%
+17
289
$3.32K 0.01%
32
+19
290
$3.3K 0.01%
17
+3
291
$3.29K 0.01%
+7
292
$3.29K 0.01%
+65
293
$3.27K 0.01%
77
-4,466
294
$3.26K 0.01%
20
+11
295
$3.24K 0.01%
33
+31
296
$3.17K 0.01%
134
297
$3.08K 0.01%
14
298
$2.94K 0.01%
44
+37
299
$2.94K 0.01%
+112
300
$2.93K 0.01%
52
+33
10 11
12
13 14