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
451
$348 ﹤0.01%
+2
452
$345 ﹤0.01%
+15
453
$337 ﹤0.01%
8
+3
454
$320 ﹤0.01%
17
-155
455
$313 ﹤0.01%
+4
456
$312 ﹤0.01%
+17
457
$310 ﹤0.01%
+6
458
$305 ﹤0.01%
2
-273
459
$301 ﹤0.01%
+23
460
$297 ﹤0.01%
+2
461
$290 ﹤0.01%
+3
462
$275 ﹤0.01%
+2
463
$270 ﹤0.01%
+27
464
$267 ﹤0.01%
+18
465
$261 ﹤0.01%
+4
466
$256 ﹤0.01%
+11
467
$244 ﹤0.01%
+1
468
$244 ﹤0.01%
+15
469
$243 ﹤0.01%
1
-24
470
$242 ﹤0.01%
+4
471
$242 ﹤0.01%
2
-49
472
$236 ﹤0.01%
+63
473
$236 ﹤0.01%
50
474
$233 ﹤0.01%
3
475
$228 ﹤0.01%
+6
17 18
19
20 21