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
26
$253K 0.17%
735
+609
27
$245K 0.17%
1,673
+1,433
28
$238K 0.16%
8,504
+2,342
29
$233K 0.16%
4,902
+4,511
30
$232K 0.16%
461
+51
31
$229K 0.16%
5,543
+1,621
32
$223K 0.15%
11,678
+2,517
33
$223K 0.15%
1,947
+514
34
$218K 0.15%
5,569
+5,566
35
$217K 0.15%
+3,681
36
$215K 0.15%
3,182
+56
37
$214K 0.15%
459
+409
38
$213K 0.15%
1,696
+439
39
$213K 0.14%
1,239
+1,231
40
$210K 0.14%
976
-263
41
$199K 0.14%
4,362
+875
42
$197K 0.13%
2,873
+654
43
$193K 0.13%
1,059
44
$192K 0.13%
+1,206
45
$187K 0.13%
1,364
+364
46
$187K 0.13%
1,260
+1,210
47
$186K 0.13%
1,198
+187
48
$179K 0.12%
3,051
-4,429
49
$179K 0.12%
1,266
+1,237
50
$178K 0.12%
1,289
+306
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