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
526
$99 ﹤0.01%
+3
527
$98 ﹤0.01%
2
-32
528
$98 ﹤0.01%
4
529
$93 ﹤0.01%
+1
530
$91 ﹤0.01%
+70
531
$90 ﹤0.01%
+1
532
$89 ﹤0.01%
12
533
$87 ﹤0.01%
+4
534
$85 ﹤0.01%
+3
535
$83 ﹤0.01%
+1
536
$78 ﹤0.01%
37
537
$70 ﹤0.01%
+50
538
$68 ﹤0.01%
+15
539
$67 ﹤0.01%
3
540
$46 ﹤0.01%
13
541
$43 ﹤0.01%
2
542
$40 ﹤0.01%
+5
543
$34 ﹤0.01%
+3
544
$7 ﹤0.01%
+2
545
– –
-42
546
– –
-351
547
– –
0
548
– –
-5,794
549
– –
-13
550
– –
-35
20 21
22
23 24