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AFWM

Abich Financial Wealth Management Portfolio holdings

AUM $281M
This Fund
S&P 500
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 6.23%
2 Financials 3.38%
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
DHR icon
526
Danaher
DHR
$125B
$3.96K ﹤0.01%
+20
HWM icon
527
Howmet Aerospace
HWM
$111B
$3.92K ﹤0.01%
+20
VCSH icon
528
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
$3.92K ﹤0.01%
+49
PREF icon
529
Principal Spectrum Preferred Securities Active ETF
PREF
$1.76B
$3.9K ﹤0.01%
+204
CMI icon
530
Cummins
CMI
$98.9B
$3.8K ﹤0.01%
+9
SCHX icon
531
Schwab US Large- Cap ETF
SCHX
$71.9B
$3.61K ﹤0.01%
+137
WFC icon
532
Wells Fargo
WFC
$252B
$3.57K ﹤0.01%
+43
IPAC icon
533
iShares Core MSCI Pacific ETF
IPAC
$2.61B
$3.45K ﹤0.01%
+47
GRMN icon
534
Garmin
GRMN
$45.2B
$3.45K ﹤0.01%
+14
UBER icon
535
Uber
UBER
$146B
$3.43K ﹤0.01%
+35
BP icon
536
BP
BP
$101B
$3.34K ﹤0.01%
+97
CNR
537
Core Natural Resources Inc
CNR
$4.21B
$3.34K ﹤0.01%
+40
STX icon
538
Seagate
STX
$242B
$3.31K ﹤0.01%
+14
AVUV icon
539
Avantis US Small Cap Value ETF
AVUV
$28.3B
$3.28K ﹤0.01%
+33
MSI icon
540
Motorola Solutions
MSI
$65.6B
$3.2K ﹤0.01%
+7
PINS icon
541
Pinterest
PINS
$11.4B
$3.19K ﹤0.01%
+99
ITW icon
542
Illinois Tool Works
ITW
$76B
$3.13K ﹤0.01%
+12
BSX icon
543
Boston Scientific
BSX
$67.3B
$3.03K ﹤0.01%
+31
HMC icon
544
Honda
HMC
$34.1B
$2.99K ﹤0.01%
+97
VCRB icon
545
Vanguard Core Bond ETF
VCRB
$7.01B
$2.98K ﹤0.01%
+38
JPME icon
546
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$445M
$2.93K ﹤0.01%
+27
TTE icon
547
TotalEnergies
TTE
$179B
$2.92K ﹤0.01%
+49
EZU icon
548
iShare MSCI Eurozone ETF
EZU
$9.44B
$2.79K ﹤0.01%
+45
MGV icon
549
Vanguard Mega Cap Value ETF
MGV
$12.9B
$2.75K ﹤0.01%
+20
APH icon
550
Amphenol
APH
$202B
$2.72K ﹤0.01%
+22