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
$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 6.02%
2 Financials 3.59%
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
MELI icon
326
Mercado Libre
MELI
$101B
$46.7K 0.02%
+20
EXEL icon
327
Exelixis
EXEL
$11.9B
$46.6K 0.02%
+1,128
MLI icon
328
Mueller Industries
MLI
$12.8B
$46.5K 0.02%
+460
PEGA icon
329
Pegasystems
PEGA
$10.4B
$46.4K 0.02%
+807
SCHC icon
330
Schwab International Small-Cap Equity ETF
SCHC
$4.88B
$46.4K 0.02%
+1,019
CRUS icon
331
Cirrus Logic
CRUS
$6.18B
$46.1K 0.02%
+368
DYNF icon
332
BlackRock US Equity Factor Rotation ETF
DYNF
$30.5B
$44.2K 0.02%
+747
ALGN icon
333
Align Technology
ALGN
$11.3B
$44K 0.02%
+351
RPD icon
334
Rapid7
RPD
$1.01B
$43.6K 0.02%
+2,327
UTHR icon
335
United Therapeutics
UTHR
$22.3B
$43.6K 0.02%
+104
NKE icon
336
Nike
NKE
$86.8B
$43.4K 0.02%
+623
MKTX icon
337
MarketAxess Holdings
MKTX
$6.65B
$42.9K 0.02%
+246
CART icon
338
Maplebear
CART
$12.1B
$42.9K 0.02%
+1,166
THG icon
339
Hanover Insurance
THG
$6.57B
$42.7K 0.02%
+235
AXS icon
340
AXIS Capital
AXS
$8.32B
$42.5K 0.02%
+444
MTG icon
341
MGIC Investment
MTG
$6.63B
$42.4K 0.02%
+1,493
RDW icon
342
Redwire
RDW
$1.32B
$41.4K 0.01%
+4,604
PPC icon
343
Pilgrim's Pride
PPC
$9.37B
$41.2K 0.01%
+1,012
KNSL icon
344
Kinsale Capital Group
KNSL
$9.29B
$39.5K 0.01%
+93
YETI icon
345
Yeti Holdings
YETI
$3.47B
$39.5K 0.01%
+1,190
FDX icon
346
FedEx
FDX
$68.1B
$39.5K 0.01%
+167
DOX icon
347
Amdocs
DOX
$8.69B
$39.3K 0.01%
+479
PEP icon
348
PepsiCo
PEP
$203B
$37.5K 0.01%
+267
EEFT icon
349
Euronet Worldwide
EEFT
$3.24B
$37.4K 0.01%
+426
TDC icon
350
Teradata
TDC
$2.86B
$37.2K 0.01%
+1,730