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
526
$1.57K ﹤0.01%
11
+10
527
$1.55K ﹤0.01%
10
+9
528
$1.54K ﹤0.01%
103
+79
529
$1.54K ﹤0.01%
72
530
$1.54K ﹤0.01%
+13
531
$1.52K ﹤0.01%
+23
532
$1.51K ﹤0.01%
27
-1,456
533
$1.5K ﹤0.01%
5
534
$1.49K ﹤0.01%
+17
535
$1.47K ﹤0.01%
+43
536
$1.45K ﹤0.01%
25
537
$1.45K ﹤0.01%
+278
538
$1.44K ﹤0.01%
33
+30
539
$1.44K ﹤0.01%
34
+31
540
$1.42K ﹤0.01%
6
541
$1.41K ﹤0.01%
31
542
$1.4K ﹤0.01%
40
543
$1.4K ﹤0.01%
101
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544
$1.4K ﹤0.01%
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545
$1.39K ﹤0.01%
284
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546
$1.37K ﹤0.01%
5
547
$1.36K ﹤0.01%
32
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548
$1.36K ﹤0.01%
106
+96
549
$1.36K ﹤0.01%
+8
550
$1.36K ﹤0.01%
6
20 21
22
23 24