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
426
$545 ﹤0.01%
9
427
$543 ﹤0.01%
9
-42
428
$543 ﹤0.01%
10
429
$517 ﹤0.01%
+5
430
$510 ﹤0.01%
+75
431
$508 ﹤0.01%
10
-840
432
$494 ﹤0.01%
+210
433
$461 ﹤0.01%
15
434
$449 ﹤0.01%
7
435
$447 ﹤0.01%
34
436
$440 ﹤0.01%
5
437
$431 ﹤0.01%
13
-2
438
$420 ﹤0.01%
24
439
$419 ﹤0.01%
+10
440
$412 ﹤0.01%
+3
441
$409 ﹤0.01%
+6
442
$395 ﹤0.01%
+3
443
$384 ﹤0.01%
+2
444
$379 ﹤0.01%
31
+8
445
$369 ﹤0.01%
18
446
$367 ﹤0.01%
+10
447
$367 ﹤0.01%
26
448
$359 ﹤0.01%
3
449
$355 ﹤0.01%
7
450
$354 ﹤0.01%
+3
16 17
18
19 20