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
501
$1.82K ﹤0.01%
593
+545
502
$1.82K ﹤0.01%
93
+85
503
$1.81K ﹤0.01%
13
-40
504
$1.81K ﹤0.01%
+34
505
$1.79K ﹤0.01%
+237
506
$1.78K ﹤0.01%
+15
507
$1.76K ﹤0.01%
220
+202
508
$1.75K ﹤0.01%
+151
509
$1.74K ﹤0.01%
+30
510
$1.73K ﹤0.01%
74
+56
511
$1.71K ﹤0.01%
+50
512
$1.7K ﹤0.01%
+18
513
$1.7K ﹤0.01%
+100
514
$1.66K ﹤0.01%
+54
515
$1.65K ﹤0.01%
+6
516
$1.62K ﹤0.01%
14
-317
517
$1.61K ﹤0.01%
+8
518
$1.61K ﹤0.01%
72
+66
519
$1.61K ﹤0.01%
+5
520
$1.6K ﹤0.01%
+8
521
$1.6K ﹤0.01%
1,167
+1,104
522
$1.59K ﹤0.01%
+33
523
$1.58K ﹤0.01%
22
524
$1.57K ﹤0.01%
306
+282
525
$1.57K ﹤0.01%
+7
19 20
21
22 23