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
$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 6.02%
2 Financials 3.59%
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
FTGC icon
476
First Trust Global Tactical Commodity Strategy Fund
FTGC
$1.84B
$8.26K ﹤0.01%
+319
MUST icon
477
Columbia Multi-Sector Municipal Income ETF
MUST
$516M
$8.21K ﹤0.01%
+400
O icon
478
Realty Income
O
$52.4B
$8.21K ﹤0.01%
+135
ISTB icon
479
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.7B
$8.16K ﹤0.01%
+167
MFC icon
480
Manulife Financial
MFC
$61.3B
$8.1K ﹤0.01%
+260
MDLZ icon
481
Mondelez International
MDLZ
$71B
$7.98K ﹤0.01%
+128
IGIB icon
482
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.9B
$7.84K ﹤0.01%
+145
SCHH icon
483
Schwab US REIT ETF
SCHH
$8.49B
$7.76K ﹤0.01%
+360
BAC icon
484
Bank of America
BAC
$403B
$7.69K ﹤0.01%
+149
BABA icon
485
Alibaba
BABA
$361B
$7.68K ﹤0.01%
+43
QEFA icon
486
SPDR MSCI EAFE StrategicFactors ETF
QEFA
$967M
$7.65K ﹤0.01%
+87
VGT icon
487
Vanguard Information Technology ETF
VGT
$112B
$7.47K ﹤0.01%
+10
CZR icon
488
Caesars Entertainment
CZR
$4.98B
$7.16K ﹤0.01%
+265
COF icon
489
Capital One
COF
$156B
$7.01K ﹤0.01%
+33
GNR icon
490
SPDR S&P Global Natural Resources ETF
GNR
$3.7B
$6.87K ﹤0.01%
+116
ASML icon
491
ASML
ASML
$412B
$6.78K ﹤0.01%
+7
UL icon
492
Unilever
UL
$143B
$6.4K ﹤0.01%
+108
SHY icon
493
iShares 1-3 Year Treasury Bond ETF
SHY
$23.4B
$6.39K ﹤0.01%
+77
INDY icon
494
iShares S&P India Nifty 50 Index Fund
INDY
$639M
$6.36K ﹤0.01%
+125
PENN icon
495
PENN Entertainment
PENN
$1.96B
$6.26K ﹤0.01%
+325
QUAL icon
496
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$6.22K ﹤0.01%
+32
NMAX
497
Newsmax Inc
NMAX
$1.2B
$6.2K ﹤0.01%
+500
HYLB icon
498
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$4.01B
$5.68K ﹤0.01%
+153
DE icon
499
Deere & Co
DE
$127B
$5.57K ﹤0.01%
+12
MINT icon
500
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.5B
$5.54K ﹤0.01%
+55