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
326
$2.49K 0.01%
14
-993
327
$2.49K 0.01%
+14
328
$2.44K 0.01%
132
+91
329
$2.39K 0.01%
9
+5
330
$2.35K 0.01%
61
-5
331
$2.3K 0.01%
26
-1,844
332
$2.26K 0.01%
21
-10
333
$2.25K 0.01%
7
+6
334
$2.23K 0.01%
29
+19
335
$2.21K 0.01%
39
-1,314
336
$2.21K 0.01%
61
-4,249
337
$2.17K ﹤0.01%
93
-5,951
338
$2.15K ﹤0.01%
9
+7
339
$2.13K ﹤0.01%
+37
340
$2.12K ﹤0.01%
+46
341
$2.11K ﹤0.01%
22
-18
342
$2.11K ﹤0.01%
+90
343
$2.08K ﹤0.01%
38
-2,781
344
$2.05K ﹤0.01%
12
+8
345
$1.86K ﹤0.01%
15
-5
346
$1.85K ﹤0.01%
126
-9,380
347
$1.83K ﹤0.01%
19
-85
348
$1.77K ﹤0.01%
13
-987
349
$1.65K ﹤0.01%
+27
350
$1.63K ﹤0.01%
97
-6,963
12 13
14
15 16