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
351
$1.39K ﹤0.01%
4
352
$1.38K ﹤0.01%
24
-1,714
353
$1.35K ﹤0.01%
22
354
$1.33K ﹤0.01%
30
+1
355
$1.32K ﹤0.01%
42
-3
356
$1.28K ﹤0.01%
36
-2,491
357
$1.25K ﹤0.01%
30
-20
358
$1.25K ﹤0.01%
32
-2,273
359
$1.22K ﹤0.01%
61
-4,378
360
$1.07K ﹤0.01%
18
-1,295
361
$1.06K ﹤0.01%
59
-4,150
362
$1.04K ﹤0.01%
26
-1,814
363
$1.03K ﹤0.01%
+29
364
$905 ﹤0.01%
37
-2,557
365
$836 ﹤0.01%
+72
366
$832 ﹤0.01%
10
-718
367
$787 ﹤0.01%
34
-2,594
368
$783 ﹤0.01%
7
-524
369
$700 ﹤0.01%
2
-125
370
$636 ﹤0.01%
+25
371
$611 ﹤0.01%
10
-590
372
$463 ﹤0.01%
+25
373
$330 ﹤0.01%
+55
374
$313 ﹤0.01%
+26
375
$248 ﹤0.01%
9
-202
13 14
15
16 17