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
$44.5M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$260K
2
+$205K
3
+$171K
4
WRB icon
W.R. Berkley
WRB
+$159K
5
SNA icon
Snap-on
SNA
+$152K

Top Sells

1
+$57M
2
+$7.61M
3
+$6.78M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.98M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.56M

Sector Composition

1 Financials 4.5%
2 Technology 3.38%
3 Energy 3.13%
4 Industrials 3.06%
5 Consumer Discretionary 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$187K 0.42%
1,137
+387
27
$177K 0.4%
1,309
+260
28
$171K 0.38%
+2,419
29
$162K 0.36%
1,969
-521
30
$159K 0.36%
+2,807
31
$152K 0.34%
+526
32
$149K 0.33%
259
-668
33
$142K 0.32%
1,465
+460
34
$136K 0.31%
689
-550
35
$131K 0.29%
1,322
+112
36
$124K 0.28%
842
-1,888
37
$122K 0.27%
551
-976
38
$122K 0.27%
+3,179
39
$107K 0.24%
631
-438
40
$104K 0.23%
790
-476
41
$104K 0.23%
1,254
+218
42
$103K 0.23%
+3,218
43
$102K 0.23%
2,274
-3,269
44
$101K 0.23%
1,994
45
$99.5K 0.22%
462
-113
46
$97.4K 0.22%
527
-671
47
$95.7K 0.22%
1,141
-1,732
48
$94.8K 0.21%
350
49
$91.4K 0.21%
1,064
-400
50
$89.5K 0.2%
866
-458
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3 4 5