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
26
$204K 0.16%
1,059
+12
27
$203K 0.16%
782
-93
28
$199K 0.15%
410
-109
29
$191K 0.15%
6,606
-6,865
30
$188K 0.15%
3,126
+117
31
$187K 0.14%
14,057
+11,094
32
$182K 0.14%
1,433
+503
33
$180K 0.14%
1,990
-1,450
34
$174K 0.13%
6,162
-4,055
35
$173K 0.13%
8,874
+8,550
36
$173K 0.13%
1,995
+1,300
37
$169K 0.13%
3,093
+2,748
38
$165K 0.13%
3,922
+1,268
39
$164K 0.13%
+1,326
40
$163K 0.13%
1,011
+318
41
$163K 0.13%
2,219
+1,041
42
$162K 0.12%
2,979
+1,035
43
$161K 0.12%
9,161
+3,237
44
$161K 0.12%
1,257
+505
45
$157K 0.12%
1,765
+692
46
$152K 0.12%
3,487
+1,325
47
$151K 0.12%
3,370
+1,105
48
$149K 0.11%
+1,000
49
$145K 0.11%
551
+197
50
$144K 0.11%
3,700
+1,189
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