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
351
$4.58K ﹤0.01%
181
+166
352
$4.57K ﹤0.01%
33
353
$4.55K ﹤0.01%
+9
354
$4.51K ﹤0.01%
5
-1
355
$4.44K ﹤0.01%
8
356
$4.42K ﹤0.01%
41
-3
357
$4.38K ﹤0.01%
+118
358
$4.38K ﹤0.01%
52
-1,227
359
$4.36K ﹤0.01%
+125
360
$4.3K ﹤0.01%
14
+1
361
$4.23K ﹤0.01%
+251
362
$4.22K ﹤0.01%
+84
363
$4.12K ﹤0.01%
10
+2
364
$4.1K ﹤0.01%
+50
365
$4.08K ﹤0.01%
40
366
$4.07K ﹤0.01%
9
367
$4.05K ﹤0.01%
39
+15
368
$4.01K ﹤0.01%
75
+19
369
$3.99K ﹤0.01%
+29
370
$3.99K ﹤0.01%
+183
371
$3.96K ﹤0.01%
1
372
$3.94K ﹤0.01%
+31
373
$3.93K ﹤0.01%
258
+235
374
$3.91K ﹤0.01%
31
-10
375
$3.89K ﹤0.01%
20
+18
13 14
15
16 17