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
$281M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.02%
2 Financials 3.59%
3 Healthcare 2.17%
4 Consumer Discretionary 2.02%
5 Industrials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MDY icon
401
SPDR S&P MidCap 400 ETF Trust
MDY
$24.1B
$17.9K 0.01%
+30
SCHG icon
402
Schwab US Large-Cap Growth ETF
SCHG
$52.4B
$17.7K 0.01%
+556
OIH icon
403
VanEck Oil Services ETF
OIH
$1.33B
$17.4K 0.01%
+67
EWJ icon
404
iShares MSCI Japan ETF
EWJ
$15.3B
$17.3K 0.01%
+216
INTC icon
405
Intel
INTC
$178B
$17.1K 0.01%
+511
SRLN icon
406
State Street Blackstone Senior Loan ETF
SRLN
$6.85B
$17K 0.01%
+410
MS icon
407
Morgan Stanley
MS
$281B
$17K 0.01%
+107
BINC icon
408
BlackRock Flexible Income ETF
BINC
$14.5B
$17K 0.01%
+319
CLOZ icon
409
Panagram BBB-B CLO ETF
CLOZ
$763M
$16.9K 0.01%
+632
BKLN icon
410
Invesco Senior Loan ETF
BKLN
$6.6B
$16.9K 0.01%
+809
RS icon
411
Reliance Steel & Aluminium
RS
$15.2B
$16.9K 0.01%
+60
SDY icon
412
State Street SPDR S&P Dividend ETF
SDY
$20.1B
$16.8K 0.01%
+120
FNDB icon
413
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.04B
$16.8K 0.01%
+652
GOVT icon
414
iShares US Treasury Bond ETF
GOVT
$33.2B
$16.3K 0.01%
+707
IDMO icon
415
Invesco S&P International Developed Momentum ETF
IDMO
$2.36B
$16.2K 0.01%
+300
JBBB icon
416
Janus Henderson B-BBB CLO ETF
JBBB
$1.24B
$15.9K 0.01%
+330
FTSL icon
417
First Trust Senior Loan Fund ETF
FTSL
$2.34B
$15.9K 0.01%
+346
EVTR icon
418
Eaton Vance Total Return Bond ETF
EVTR
$4.06B
$15.6K 0.01%
+304
BUCK icon
419
Simplify Stable Income ETF
BUCK
$353M
$15.6K 0.01%
+654
HYGV icon
420
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.17B
$15.5K 0.01%
+376
ZBH icon
421
Zimmer Biomet
ZBH
$17.7B
$15.4K 0.01%
+156
RHLD
422
Resolute Holdings Management
RHLD
$1.84B
$15.4K 0.01%
+213
CLOI icon
423
VanEck CLO ETF
CLOI
$1.28B
$15.3K 0.01%
+288
SYK icon
424
Stryker
SYK
$136B
$14.9K 0.01%
+40
MOAT icon
425
VanEck Morningstar Wide Moat ETF
MOAT
$13B
$14.9K 0.01%
+150