AFWM

Abich Financial Wealth Management Portfolio holdings

AUM $281M
This Fund
S&P 500
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 6.23%
2 Financials 3.38%
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
FFIV icon
351
F5
FFIV
$16.1B
$37.2K 0.01%
+115
DAR icon
352
Darling Ingredients
DAR
$8.75B
$36.8K 0.01%
+1,191
KMPR icon
353
Kemper
KMPR
$1.74B
$35.8K 0.01%
+694
VMI icon
354
Valmont Industries
VMI
$7.66B
$35.7K 0.01%
+92
JAAA icon
355
Janus Henderson AAA CLO ETF
JAAA
$27B
$35.6K 0.01%
+702
VCIT icon
356
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.2B
$35.2K 0.01%
+419
LUV icon
357
Southwest Airlines
LUV
$19.4B
$35.2K 0.01%
+1,103
COST icon
358
Costco
COST
$431B
$34.2K 0.01%
+37
UAL icon
359
United Airlines
UAL
$29.1B
$33.8K 0.01%
+350
EPD icon
360
Enterprise Products Partners
EPD
$81.2B
$32.4K 0.01%
+1,036
GE icon
361
GE Aerospace
GE
$300B
$32.2K 0.01%
+107
KOMP icon
362
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.38B
$31.9K 0.01%
+513
VCEL icon
363
Vericel Corp
VCEL
$1.59B
$31.5K 0.01%
+1,000
QQQM icon
364
Invesco NASDAQ 100 ETF
QQQM
$68.2B
$31.4K 0.01%
+127
SCHF icon
365
Schwab International Equity ETF
SCHF
$55.9B
$30.9K 0.01%
+1,327
ULTA icon
366
Ulta Beauty
ULTA
$23.5B
$30.6K 0.01%
+56
IWM icon
367
iShares Russell 2000 ETF
IWM
$68B
$30K 0.01%
+124
AIT icon
368
Applied Industrial Technologies
AIT
$9.47B
$29.5K 0.01%
+113
XLF icon
369
State Street Financial Select Sector SPDR ETF
XLF
$45.7B
$29.5K 0.01%
+547
OSK icon
370
Oshkosh
OSK
$8.79B
$29K 0.01%
+223
URI icon
371
United Rentals
URI
$44.8B
$28.6K 0.01%
+30
TOL icon
372
Toll Brothers
TOL
$12.5B
$27.8K 0.01%
+201
SPYV icon
373
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.2B
$27.4K 0.01%
+495
NTAP icon
374
NetApp
NTAP
$20B
$27K 0.01%
+228
VWO icon
375
Vanguard FTSE Emerging Markets ETF
VWO
$107B
$26.8K 0.01%
+495