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
EVLN icon
426
Eaton Vance Floating-Rate ETF
EVLN
$1.34B
$14.8K 0.01%
+297
PULS icon
427
PGIM Ultra Short Bond ETF
PULS
$13.3B
$14.8K 0.01%
+296
C icon
428
Citigroup
C
$207B
$14.7K 0.01%
+145
CHTR icon
429
Charter Communications
CHTR
$26.8B
$14.6K 0.01%
+53
FLOT icon
430
iShares Floating Rate Bond ETF
FLOT
$8.94B
$14.6K 0.01%
+286
XLC icon
431
State Street Communication Services Select Sector SPDR ETF
XLC
$26.7B
$14.6K 0.01%
+123
CLOA icon
432
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$1.39B
$14.6K 0.01%
+280
CSHI icon
433
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$764M
$14.4K 0.01%
+290
SHYG icon
434
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.84B
$14.3K 0.01%
+331
IGEB icon
435
iShares Investment Grade Systematic Bond ETF
IGEB
$1.46B
$14.2K 0.01%
+309
DLTR icon
436
Dollar Tree
DLTR
$25.4B
$14.2K 0.01%
+150
XLY icon
437
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.6B
$14.1K 0.01%
+59
GSY icon
438
Invesco Ultra Short Duration ETF
GSY
$3.24B
$14K 0.01%
+278
ICSH icon
439
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.71B
$13.9K 0.01%
+274
IBB icon
440
iShares Biotechnology ETF
IBB
$8.71B
$13.7K ﹤0.01%
+95
HYGH icon
441
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$444M
$13.5K ﹤0.01%
+155
CVE icon
442
Cenovus Energy
CVE
$31.2B
$13.3K ﹤0.01%
+784
IWP icon
443
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
$13.2K ﹤0.01%
+93
SNDK
444
Sandisk
SNDK
$34.6B
$13.2K ﹤0.01%
+118
BB icon
445
BlackBerry
BB
$2.2B
$13.2K ﹤0.01%
+2,711
ITA icon
446
iShares US Aerospace & Defense ETF
ITA
$12.6B
$13.2K ﹤0.01%
+63
PYLD icon
447
PIMCO Multi Sector Bond Active ETF
PYLD
$9.81B
$13K ﹤0.01%
+483
DGX icon
448
Quest Diagnostics
DGX
$19.7B
$12.8K ﹤0.01%
+67
XMHQ icon
449
Invesco S&P MidCap Quality ETF
XMHQ
$5.16B
$12.6K ﹤0.01%
+120
XLV icon
450
State Street Health Care Select Sector SPDR ETF
XLV
$40.9B
$12.5K ﹤0.01%
+90