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AFWM

Abich Financial Wealth Management Portfolio holdings

AUM $281M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.23%
2 Financials 3.38%
3 Healthcare 2.17%
4 Consumer Discretionary 2.02%
5 Industrials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRWD icon
301
CrowdStrike
CRWD
$174B
$56.4K 0.02%
+115
HXL icon
302
Hexcel
HXL
$7.36B
$56.2K 0.02%
+896
TXG icon
303
10x Genomics
TXG
$4.41B
$55.6K 0.02%
+4,758
XLU icon
304
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$55.5K 0.02%
+1,272
QLYS icon
305
Qualys
QLYS
$3.92B
$54.8K 0.02%
+414
HD icon
306
Home Depot
HD
$333B
$54.7K 0.02%
+135
NTCT icon
307
NETSCOUT
NTCT
$2.84B
$54.7K 0.02%
+2,117
GSLC icon
308
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.4B
$54.3K 0.02%
+417
CCK icon
309
Crown Holdings
CCK
$11.3B
$54.2K 0.02%
+561
GL icon
310
Globe Life
GL
$13.3B
$52.8K 0.02%
+369
TENB icon
311
Tenable Holdings
TENB
$2.96B
$52K 0.02%
+1,784
JMOM icon
312
JPMorgan US Momentum Factor ETF
JMOM
$2.5B
$51.3K 0.02%
+755
ETSY icon
313
Etsy
ETSY
$7.02B
$50.9K 0.02%
+766
AUB icon
314
Atlantic Union Bankshares
AUB
$5.6B
$50.2K 0.02%
+1,422
SEIC icon
315
SEI Investments
SEIC
$10.8B
$50.1K 0.02%
+591
TMUS icon
316
T-Mobile US
TMUS
$197B
$50K 0.02%
+209
LYFT icon
317
Lyft
LYFT
$5.42B
$49.6K 0.02%
+2,253
ABBV icon
318
AbbVie
ABBV
$382B
$49.3K 0.02%
+213
SFM icon
319
Sprouts Farmers Market
SFM
$7.57B
$48.9K 0.02%
+449
ATEN icon
320
A10 Networks
ATEN
$2.39B
$48.8K 0.02%
+2,691
XLE icon
321
State Street Energy Select Sector SPDR ETF
XLE
$36.5B
$48.7K 0.02%
+1,090
G icon
322
Genpact
G
$4.79B
$48.4K 0.02%
+1,155
AFL icon
323
Aflac
AFL
$58.8B
$48.2K 0.02%
+432
RKLB icon
324
Rocket Lab Corp
RKLB
$67B
$47.9K 0.02%
+1,000
PLTK icon
325
Playtika
PLTK
$1.33B
$46.8K 0.02%
+12,032