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
$147M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$359K
3
+$254K
4
CMCSA icon
Comcast
CMCSA
+$218K
5
CVS icon
CVS Health
CVS
+$217K

Top Sells

1
+$6.83M
2
+$6.56M
3
+$4.23M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.93M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.74M

Sector Composition

1 Technology 2.6%
2 Financials 2.55%
3 Energy 1.78%
4 Industrials 1.64%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$7.16K ﹤0.01%
7
302
$7.14K ﹤0.01%
+211
303
$7.13K ﹤0.01%
135
304
$7.05K ﹤0.01%
+127
305
$6.98K ﹤0.01%
176
+67
306
$6.88K ﹤0.01%
+67
307
$6.84K ﹤0.01%
108
+29
308
$6.75K ﹤0.01%
+37
309
$6.74K ﹤0.01%
+41
310
$6.61K ﹤0.01%
+130
311
$6.53K ﹤0.01%
29
+28
312
$6.44K ﹤0.01%
+129
313
$6.37K ﹤0.01%
+23
314
$6.32K ﹤0.01%
+145
315
$6.29K ﹤0.01%
325
316
$6.23K ﹤0.01%
14
+2
317
$6.2K ﹤0.01%
32
-3
318
$6.17K ﹤0.01%
56
+2
319
$6.11K ﹤0.01%
102
+40
320
$6.09K ﹤0.01%
+129
321
$6.07K ﹤0.01%
57
322
$6.02K ﹤0.01%
180
+77
323
$6K ﹤0.01%
+300
324
$5.95K ﹤0.01%
+126
325
$5.83K ﹤0.01%
120
11 12
13
14 15