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
476
$228 ﹤0.01%
+4
477
$213 ﹤0.01%
+48
478
$213 ﹤0.01%
+2
479
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+3
480
$209 ﹤0.01%
+65
481
$209 ﹤0.01%
+21
482
$207 ﹤0.01%
3
-20
483
$204 ﹤0.01%
+9
484
$203 ﹤0.01%
+2
485
$190 ﹤0.01%
+1
486
$189 ﹤0.01%
2
487
$189 ﹤0.01%
+4
488
$188 ﹤0.01%
+5
489
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490
$185 ﹤0.01%
1
491
$179 ﹤0.01%
+8
492
$173 ﹤0.01%
+4
493
$172 ﹤0.01%
+2
494
$169 ﹤0.01%
+1
495
$168 ﹤0.01%
+24
496
$167 ﹤0.01%
+1
497
$165 ﹤0.01%
+6
498
$155 ﹤0.01%
3
499
$150 ﹤0.01%
+4
500
$148 ﹤0.01%
+3
18 19
20
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