AFWM

Abich Financial Wealth Management Portfolio holdings

AUM $281M
This Fund
S&P 500
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 6.23%
2 Financials 3.38%
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
CIFR icon
26
Cipher Digital Inc. Common Stock
CIFR
$5.68B
$589K 0.21%
+46,810
MBB icon
27
iShares MBS ETF
MBB
$38.5B
$585K 0.21%
+6,149
CVX icon
28
Chevron
CVX
$400B
$576K 0.21%
+3,710
XOM icon
29
Exxon Mobil
XOM
$665B
$574K 0.2%
+5,094
PDBC icon
30
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.39B
$560K 0.2%
+41,734
RTX icon
31
RTX Corp
RTX
$267B
$535K 0.19%
+3,198
MET icon
32
MetLife
MET
$44.7B
$502K 0.18%
+6,097
COIN icon
33
Coinbase
COIN
$52.2B
$498K 0.18%
+1,476
PLTR icon
34
Palantir
PLTR
$360B
$494K 0.18%
+2,706
CACI icon
35
CACI
CACI
$13.4B
$489K 0.17%
+980
AU icon
36
AngloGold Ashanti
AU
$40.4B
$467K 0.17%
+6,634
AVGO icon
37
Broadcom
AVGO
$1.47T
$462K 0.16%
+1,399
BMY icon
38
Bristol-Myers Squibb
BMY
$117B
$460K 0.16%
+10,199
MU icon
39
Micron Technology
MU
$476B
$459K 0.16%
+2,745
SCCO icon
40
Southern Copper
SCCO
$126B
$448K 0.16%
+3,758
MO icon
41
Altria Group
MO
$108B
$445K 0.16%
+6,737
MRK icon
42
Merck
MRK
$282B
$435K 0.15%
+5,184
AMGN icon
43
Amgen
AMGN
$187B
$435K 0.15%
+1,541
ORCL icon
44
Oracle
ORCL
$430B
$435K 0.15%
+1,546
PFE icon
45
Pfizer
PFE
$153B
$435K 0.15%
+17,056
EOG icon
46
EOG Resources
EOG
$74.4B
$424K 0.15%
+3,781
UNH icon
47
UnitedHealth
UNH
$250B
$414K 0.15%
+1,199
PYPL icon
48
PayPal
PYPL
$40.5B
$411K 0.15%
+6,132
ACGL icon
49
Arch Capital
ACGL
$32.8B
$411K 0.15%
+4,527
AMZN icon
50
Amazon
AMZN
$2.2T
$409K 0.15%
+1,862