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
301
$4.74K ﹤0.01%
29
-736
302
$4.73K ﹤0.01%
91
+45
303
$4.56K ﹤0.01%
+48
304
$4.55K ﹤0.01%
13
+3
305
$4.46K ﹤0.01%
+14
306
$4.44K ﹤0.01%
+15
307
$4.31K ﹤0.01%
25
+5
308
$4.22K ﹤0.01%
199
+33
309
$4.17K ﹤0.01%
+5
310
$4.13K ﹤0.01%
+109
311
$4.09K ﹤0.01%
16
+1
312
$4.04K ﹤0.01%
8
+1
313
$3.82K ﹤0.01%
+103
314
$3.76K ﹤0.01%
+9
315
$3.71K ﹤0.01%
41
+8
316
$3.7K ﹤0.01%
+9
317
$3.63K ﹤0.01%
1
-2
318
$3.61K ﹤0.01%
+97
319
$3.58K ﹤0.01%
+10
320
$3.57K ﹤0.01%
+62
321
$3.52K ﹤0.01%
+95
322
$3.47K ﹤0.01%
18
+4
323
$3.43K ﹤0.01%
+99
324
$3.37K ﹤0.01%
+15
325
$3.37K ﹤0.01%
+49
11 12
13
14 15