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
326
$3.35K ﹤0.01%
40
327
$3.33K ﹤0.01%
56
+34
328
$3.33K ﹤0.01%
46
-75
329
$3.31K ﹤0.01%
+37
330
$3.31K ﹤0.01%
+6
331
$3.25K ﹤0.01%
+13
332
$3.23K ﹤0.01%
8
333
$3.21K ﹤0.01%
56
+1
334
$3.21K ﹤0.01%
25
+6
335
$3.17K ﹤0.01%
5
+3
336
$3.15K ﹤0.01%
6
+2
337
$3.05K ﹤0.01%
+29
338
$3.05K ﹤0.01%
40
+5
339
$3.04K ﹤0.01%
62
+55
340
$3.02K ﹤0.01%
+133
341
$3.02K ﹤0.01%
42
+8
342
$2.99K ﹤0.01%
+39
343
$2.97K ﹤0.01%
6
-2
344
$2.93K ﹤0.01%
+37
345
$2.84K ﹤0.01%
30
346
$2.82K ﹤0.01%
126
+20
347
$2.82K ﹤0.01%
24
+5
348
$2.81K ﹤0.01%
+90
349
$2.78K ﹤0.01%
+50
350
$2.77K ﹤0.01%
+168
12 13
14
15 16