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
301
$2.93K 0.01%
158
+113
302
$2.93K 0.01%
64
-4,385
303
$2.92K 0.01%
+22
304
$2.88K 0.01%
27
+17
305
$2.79K 0.01%
35
+23
306
$2.79K 0.01%
35
-5
307
$2.78K 0.01%
76
-10
308
$2.76K 0.01%
23
309
$2.74K 0.01%
11
+6
310
$2.74K 0.01%
+7
311
$2.74K 0.01%
+59
312
$2.73K 0.01%
16
-32
313
$2.72K 0.01%
25
+15
314
$2.7K 0.01%
109
+80
315
$2.7K 0.01%
21
+10
316
$2.67K 0.01%
115
+84
317
$2.66K 0.01%
33
-2,225
318
$2.66K 0.01%
14
+9
319
$2.63K 0.01%
66
+45
320
$2.61K 0.01%
18
+4
321
$2.59K 0.01%
19
-1,345
322
$2.58K 0.01%
+56
323
$2.56K 0.01%
87
+59
324
$2.51K 0.01%
+7
325
$2.5K 0.01%
+30
11 12
13
14 15