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
351
$2.73K ﹤0.01%
67
+13
352
$2.73K ﹤0.01%
+24
353
$2.69K ﹤0.01%
10
354
$2.67K ﹤0.01%
170
-8,333
355
$2.64K ﹤0.01%
+121
356
$2.62K ﹤0.01%
27
-242
357
$2.61K ﹤0.01%
35
+5
358
$2.57K ﹤0.01%
+4
359
$2.56K ﹤0.01%
+25
360
$2.55K ﹤0.01%
66
+27
361
$2.53K ﹤0.01%
+23
362
$2.49K ﹤0.01%
+60
363
$2.48K ﹤0.01%
+43
364
$2.45K ﹤0.01%
62
365
$2.45K ﹤0.01%
+33
366
$2.44K ﹤0.01%
77
+17
367
$2.36K ﹤0.01%
+37
368
$2.35K ﹤0.01%
+25
369
$2.31K ﹤0.01%
55
370
$2.3K ﹤0.01%
45
371
$2.22K ﹤0.01%
99
372
$2.18K ﹤0.01%
+280
373
$2.14K ﹤0.01%
+50
374
$2.04K ﹤0.01%
+73
375
$2.03K ﹤0.01%
16
13 14
15
16 17