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
376
$3.85K ﹤0.01%
24
-1
377
$3.82K ﹤0.01%
+49
378
$3.8K ﹤0.01%
199
379
$3.79K ﹤0.01%
+37
380
$3.79K ﹤0.01%
49
-504
381
$3.72K ﹤0.01%
6
-9
382
$3.58K ﹤0.01%
+308
383
$3.56K ﹤0.01%
178
+161
384
$3.56K ﹤0.01%
43
+40
385
$3.54K ﹤0.01%
+252
386
$3.52K ﹤0.01%
+38
387
$3.44K ﹤0.01%
+89
388
$3.4K ﹤0.01%
10
389
$3.4K ﹤0.01%
+60
390
$3.39K ﹤0.01%
16
-2
391
$3.39K ﹤0.01%
46
392
$3.36K ﹤0.01%
9
393
$3.35K ﹤0.01%
168
-1,459
394
$3.35K ﹤0.01%
41
+4
395
$3.29K ﹤0.01%
+27
396
$3.29K ﹤0.01%
25
+22
397
$3.28K ﹤0.01%
67
+11
398
$3.28K ﹤0.01%
+87
399
$3.27K ﹤0.01%
49
400
$3.24K ﹤0.01%
7
-13
14 15
16
17 18