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
451
$2.44K ﹤0.01%
37
452
$2.42K ﹤0.01%
55
453
$2.41K ﹤0.01%
+14
454
$2.39K ﹤0.01%
+66
455
$2.39K ﹤0.01%
+44
456
$2.38K ﹤0.01%
23
457
$2.38K ﹤0.01%
62
458
$2.37K ﹤0.01%
+5
459
$2.37K ﹤0.01%
+49
460
$2.35K ﹤0.01%
280
461
$2.35K ﹤0.01%
+20
462
$2.31K ﹤0.01%
6
463
$2.29K ﹤0.01%
+49
464
$2.28K ﹤0.01%
+128
465
$2.27K ﹤0.01%
99
+90
466
$2.24K ﹤0.01%
25
467
$2.22K ﹤0.01%
31
-4
468
$2.21K ﹤0.01%
30
-1,877
469
$2.21K ﹤0.01%
99
470
$2.2K ﹤0.01%
+8
471
$2.2K ﹤0.01%
34
-8
472
$2.2K ﹤0.01%
45
473
$2.2K ﹤0.01%
+7
474
$2.19K ﹤0.01%
22
+20
475
$2.19K ﹤0.01%
22
-848
17 18
19
20 21