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
$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 6.02%
2 Financials 3.59%
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
MUNI icon
551
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.43B
$2.67K ﹤0.01%
+51
IWL icon
552
iShares Russell Top 200 ETF
IWL
$2B
$2.66K ﹤0.01%
+16
EBAY icon
553
eBay
EBAY
$38.4B
$2.64K ﹤0.01%
+29
SPYG icon
554
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$44.9B
$2.61K ﹤0.01%
+25
XLRE icon
555
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.35B
$2.61K ﹤0.01%
+62
DELL icon
556
Dell
DELL
$83B
$2.55K ﹤0.01%
+18
COWZ icon
557
Pacer US Cash Cows 100 ETF
COWZ
$18.4B
$2.53K ﹤0.01%
+44
XBI icon
558
State Street SPDR S&P Biotech ETF
XBI
$7.94B
$2.5K ﹤0.01%
+25
DFCF icon
559
Dimensional Core Fixed Income ETF
DFCF
$8.59B
$2.48K ﹤0.01%
+58
ORLY icon
560
O'Reilly Automotive
ORLY
$77.7B
$2.48K ﹤0.01%
+23
ANET icon
561
Arista Networks
ANET
$161B
$2.48K ﹤0.01%
+17
VTWO icon
562
Vanguard Russell 2000 ETF
VTWO
$13.9B
$2.45K ﹤0.01%
+25
WAB icon
563
Wabtec
WAB
$36.9B
$2.41K ﹤0.01%
+12
BHP icon
564
BHP
BHP
$151B
$2.4K ﹤0.01%
+43
PNR icon
565
Pentair
PNR
$16.9B
$2.33K ﹤0.01%
+21
TLT icon
566
iShares 20+ Year Treasury Bond ETF
TLT
$48.3B
$2.32K ﹤0.01%
+26
IVE icon
567
iShares S&P 500 Value ETF
IVE
$47.7B
$2.27K ﹤0.01%
+11
DXC icon
568
DXC Technology
DXC
$2.67B
$2.26K ﹤0.01%
+166
VLUE icon
569
iShares MSCI USA Value Factor ETF
VLUE
$8.96B
$2.25K ﹤0.01%
+18
REGN icon
570
Regeneron Pharmaceuticals
REGN
$80.5B
$2.25K ﹤0.01%
+4
CELH icon
571
Celsius Holdings
CELH
$11B
$2.24K ﹤0.01%
+39
ARKF icon
572
ARK Blockchain & Fintech Innovation ETF
ARKF
$1.14B
$2.21K ﹤0.01%
+39
VFLO icon
573
VictoryShares Free Cash Flow ETF
VFLO
$5.47B
$2.14K ﹤0.01%
+57
GLBE icon
574
Global E Online
GLBE
$6.93B
$2.11K ﹤0.01%
+59
UPS icon
575
United Parcel Service
UPS
$85.5B
$2.09K ﹤0.01%
+25