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
401
$3.21K ﹤0.01%
50
-41
402
$3.2K ﹤0.01%
+134
403
$3.19K ﹤0.01%
+89
404
$3.15K ﹤0.01%
4
+2
405
$3.14K ﹤0.01%
13
+3
406
$3.13K ﹤0.01%
+50
407
$3.13K ﹤0.01%
30
+27
408
$3.13K ﹤0.01%
97
409
$3.11K ﹤0.01%
+215
410
$3.09K ﹤0.01%
6
+1
411
$3.09K ﹤0.01%
+10
412
$3.06K ﹤0.01%
6
413
$3.05K ﹤0.01%
+40
414
$3.02K ﹤0.01%
16
415
$3.02K ﹤0.01%
40
+15
416
$3K ﹤0.01%
151
-7,088
417
$2.96K ﹤0.01%
+1
418
$2.96K ﹤0.01%
51
+47
419
$2.95K ﹤0.01%
+300
420
$2.88K ﹤0.01%
168
421
$2.85K ﹤0.01%
+116
422
$2.83K ﹤0.01%
+40
423
$2.83K ﹤0.01%
39
+35
424
$2.81K ﹤0.01%
30
425
$2.8K ﹤0.01%
+32
15 16
17
18 19