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
FELG icon
451
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.65B
$12.3K ﹤0.01%
+300
XMMO icon
452
Invesco S&P MidCap Momentum ETF
XMMO
$5.05B
$12.2K ﹤0.01%
+90
EMHY icon
453
iShares JPMorgan EM High Yield Bond ETF
EMHY
$528M
$12K ﹤0.01%
+302
DEO icon
454
Diageo
DEO
$49.9B
$11.9K ﹤0.01%
+125
CGMS icon
455
Capital Group US Multi-Sector Income ETF
CGMS
$3.79B
$11.9K ﹤0.01%
+429
MGM icon
456
MGM Resorts International
MGM
$10.3B
$11.8K ﹤0.01%
+340
TMO icon
457
Thermo Fisher Scientific
TMO
$213B
$11.6K ﹤0.01%
+24
AXP icon
458
American Express
AXP
$259B
$11.6K ﹤0.01%
+35
SW
459
Smurfit Westrock
SW
$20.1B
$11.6K ﹤0.01%
+272
XLB icon
460
State Street Materials Select Sector SPDR ETF
XLB
$5.26B
$11.2K ﹤0.01%
+125
BLK icon
461
Blackrock
BLK
$165B
$11.2K ﹤0.01%
+10
OKLO
462
Oklo
OKLO
$13.2B
$11.2K ﹤0.01%
+100
VTEB icon
463
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.8B
$10.5K ﹤0.01%
+210
FLTR icon
464
VanEck IG Floating Rate ETF
FLTR
$2.56B
$10.2K ﹤0.01%
+400
CRM icon
465
Salesforce
CRM
$243B
$9.95K ﹤0.01%
+42
XLP icon
466
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15B
$9.95K ﹤0.01%
+127
FTSM icon
467
First Trust Enhanced Short Maturity ETF
FTSM
$6.21B
$9.95K ﹤0.01%
+166
IVW icon
468
iShares S&P 500 Growth ETF
IVW
$66.2B
$9.66K ﹤0.01%
+80
EW icon
469
Edwards Lifesciences
EW
$49.5B
$9.26K ﹤0.01%
+119
MA icon
470
Mastercard
MA
$512B
$9.1K ﹤0.01%
+16
DVY icon
471
iShares Select Dividend ETF
DVY
$21B
$8.95K ﹤0.01%
+63
COMT icon
472
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$536M
$8.91K ﹤0.01%
+332
GD icon
473
General Dynamics
GD
$92B
$8.87K ﹤0.01%
+26
ZTS icon
474
Zoetis
ZTS
$54.7B
$8.78K ﹤0.01%
+60
OTIS icon
475
Otis Worldwide
OTIS
$34B
$8.64K ﹤0.01%
+94