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
476
$2.19K ﹤0.01%
292
+271
477
$2.17K ﹤0.01%
+20
478
$2.15K ﹤0.01%
45
+41
479
$2.14K ﹤0.01%
16
480
$2.13K ﹤0.01%
+31
481
$2.11K ﹤0.01%
73
482
$2.08K ﹤0.01%
135
+2
483
$2.08K ﹤0.01%
91
484
$2.06K ﹤0.01%
8
485
$2.06K ﹤0.01%
31
+27
486
$2.06K ﹤0.01%
+36
487
$2.04K ﹤0.01%
+14
488
$2.01K ﹤0.01%
+122
489
$1.98K ﹤0.01%
+298
490
$1.98K ﹤0.01%
+177
491
$1.94K ﹤0.01%
10
492
$1.94K ﹤0.01%
19
-1,746
493
$1.94K ﹤0.01%
+10
494
$1.93K ﹤0.01%
+23
495
$1.93K ﹤0.01%
50
496
$1.92K ﹤0.01%
+300
497
$1.92K ﹤0.01%
40
+36
498
$1.88K ﹤0.01%
+39
499
$1.86K ﹤0.01%
18
500
$1.85K ﹤0.01%
+190
18 19
20
21 22