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
376
$2.02K ﹤0.01%
+91
377
$1.98K ﹤0.01%
10
+2
378
$1.95K ﹤0.01%
18
379
$1.94K ﹤0.01%
8
-5
380
$1.84K ﹤0.01%
+25
381
$1.78K ﹤0.01%
+10
382
$1.61K ﹤0.01%
+6
383
$1.61K ﹤0.01%
22
384
$1.58K ﹤0.01%
+21
385
$1.52K ﹤0.01%
+2
386
$1.52K ﹤0.01%
+16
387
$1.52K ﹤0.01%
+25
388
$1.49K ﹤0.01%
72
389
$1.48K ﹤0.01%
+6
390
$1.46K ﹤0.01%
8
-649
391
$1.46K ﹤0.01%
29
392
$1.45K ﹤0.01%
5
393
$1.42K ﹤0.01%
40
394
$1.41K ﹤0.01%
31
395
$1.37K ﹤0.01%
6
396
$1.37K ﹤0.01%
48
397
$1.33K ﹤0.01%
+5
398
$1.25K ﹤0.01%
8
-649
399
$1.23K ﹤0.01%
50
400
$1.22K ﹤0.01%
44
14 15
16
17 18