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
401
$1.15K ﹤0.01%
36
402
$1.13K ﹤0.01%
114
403
$1.11K ﹤0.01%
+65
404
$1.11K ﹤0.01%
15
405
$975 ﹤0.01%
65
406
$902 ﹤0.01%
7
407
$883 ﹤0.01%
36
408
$882 ﹤0.01%
6
409
$877 ﹤0.01%
+545
410
$865 ﹤0.01%
15
411
$853 ﹤0.01%
3
412
$838 ﹤0.01%
96
+79
413
$812 ﹤0.01%
20
-1,461
414
$793 ﹤0.01%
4
-592
415
$782 ﹤0.01%
30
416
$760 ﹤0.01%
17
-1,167
417
$759 ﹤0.01%
4
418
$724 ﹤0.01%
16
419
$689 ﹤0.01%
25
-1,676
420
$674 ﹤0.01%
19
421
$618 ﹤0.01%
+25
422
$613 ﹤0.01%
700
423
$595 ﹤0.01%
18
+4
424
$593 ﹤0.01%
12
425
$564 ﹤0.01%
7
15 16
17
18 19