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
326
$5.8K ﹤0.01%
27
+12
327
$5.72K ﹤0.01%
63
+15
328
$5.7K ﹤0.01%
58
+1
329
$5.69K ﹤0.01%
37
+35
330
$5.64K ﹤0.01%
+49
331
$5.55K ﹤0.01%
88
332
$5.54K ﹤0.01%
57
333
$5.54K ﹤0.01%
+55
334
$5.51K ﹤0.01%
125
+26
335
$5.48K ﹤0.01%
+21
336
$5.41K ﹤0.01%
+80
337
$5.37K ﹤0.01%
38
-4
338
$5.35K ﹤0.01%
10
-2
339
$5.32K ﹤0.01%
50
-20
340
$5.32K ﹤0.01%
+158
341
$5.28K ﹤0.01%
77
+52
342
$5.19K ﹤0.01%
48
+7
343
$5.05K ﹤0.01%
+150
344
$5K ﹤0.01%
20
+7
345
$4.98K ﹤0.01%
36
+4
346
$4.88K ﹤0.01%
+71
347
$4.84K ﹤0.01%
30
-6
348
$4.8K ﹤0.01%
+72
349
$4.69K ﹤0.01%
27
-2
350
$4.63K ﹤0.01%
437
12 13
14
15 16