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
FFIV icon
351
F5
FFIV
$14.9B
$37.2K 0.01%
+115
DAR icon
352
Darling Ingredients
DAR
$5.44B
$36.8K 0.01%
+1,191
KMPR icon
353
Kemper
KMPR
$2.39B
$35.8K 0.01%
+694
VMI icon
354
Valmont Industries
VMI
$8.11B
$35.7K 0.01%
+92
JAAA icon
355
Janus Henderson AAA CLO ETF
JAAA
$24.9B
$35.6K 0.01%
+702
VCIT icon
356
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.3B
$35.2K 0.01%
+419
LUV icon
357
Southwest Airlines
LUV
$21.3B
$35.2K 0.01%
+1,103
COST icon
358
Costco
COST
$380B
$34.2K 0.01%
+37
UAL icon
359
United Airlines
UAL
$36.9B
$33.8K 0.01%
+350
EPD icon
360
Enterprise Products Partners
EPD
$69.1B
$32.4K 0.01%
+1,036
GE icon
361
GE Aerospace
GE
$324B
$32.2K 0.01%
+107
KOMP icon
362
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.44B
$31.9K 0.01%
+513
VCEL icon
363
Vericel Corp
VCEL
$1.82B
$31.5K 0.01%
+1,000
QQQM icon
364
Invesco NASDAQ 100 ETF
QQQM
$70.5B
$31.4K 0.01%
+127
SCHF icon
365
Schwab International Equity ETF
SCHF
$53.3B
$30.9K 0.01%
+1,327
ULTA icon
366
Ulta Beauty
ULTA
$26.5B
$30.6K 0.01%
+56
IWM icon
367
iShares Russell 2000 ETF
IWM
$73.2B
$30K 0.01%
+124
AIT icon
368
Applied Industrial Technologies
AIT
$9.9B
$29.5K 0.01%
+113
XLF icon
369
State Street Financial Select Sector SPDR ETF
XLF
$53.7B
$29.5K 0.01%
+547
OSK icon
370
Oshkosh
OSK
$8.25B
$29K 0.01%
+223
URI icon
371
United Rentals
URI
$51.7B
$28.6K 0.01%
+30
TOL icon
372
Toll Brothers
TOL
$13.3B
$27.8K 0.01%
+201
SPYV icon
373
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.6B
$27.4K 0.01%
+495
NTAP icon
374
NetApp
NTAP
$22.2B
$27K 0.01%
+228
VWO icon
375
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$26.8K 0.01%
+495