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
426
$2.79K ﹤0.01%
397
+370
427
$2.77K ﹤0.01%
29
+26
428
$2.76K ﹤0.01%
170
429
$2.73K ﹤0.01%
23
+21
430
$2.71K ﹤0.01%
+198
431
$2.69K ﹤0.01%
24
+23
432
$2.67K ﹤0.01%
44
+40
433
$2.65K ﹤0.01%
+23
434
$2.65K ﹤0.01%
126
+115
435
$2.64K ﹤0.01%
+43
436
$2.6K ﹤0.01%
+86
437
$2.59K ﹤0.01%
71
-3,153
438
$2.58K ﹤0.01%
713
+648
439
$2.57K ﹤0.01%
14
+4
440
$2.57K ﹤0.01%
+45
441
$2.56K ﹤0.01%
60
442
$2.55K ﹤0.01%
+20
443
$2.55K ﹤0.01%
+31
444
$2.49K ﹤0.01%
60
-2,919
445
$2.49K ﹤0.01%
+14
446
$2.46K ﹤0.01%
+8
447
$2.46K ﹤0.01%
79
-1,498
448
$2.46K ﹤0.01%
43
449
$2.45K ﹤0.01%
+5
450
$2.45K ﹤0.01%
+14
16 17
18
19 20