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
501
$148 ﹤0.01%
+1
502
$146 ﹤0.01%
+1
503
$143 ﹤0.01%
+10
504
$140 ﹤0.01%
+10
505
$139 ﹤0.01%
+1
506
$133 ﹤0.01%
+1
507
$131 ﹤0.01%
+1
508
$130 ﹤0.01%
3
-330
509
$130 ﹤0.01%
+1
510
$130 ﹤0.01%
+1
511
$127 ﹤0.01%
+4
512
$123 ﹤0.01%
+9
513
$116 ﹤0.01%
+10
514
$116 ﹤0.01%
+10
515
$115 ﹤0.01%
+1
516
$113 ﹤0.01%
+10
517
$109 ﹤0.01%
+5
518
$108 ﹤0.01%
+4
519
$107 ﹤0.01%
+3
520
$104 ﹤0.01%
3
-35
521
$104 ﹤0.01%
+3
522
$102 ﹤0.01%
+2
523
$101 ﹤0.01%
+3
524
$101 ﹤0.01%
+1
525
$100 ﹤0.01%
+1
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