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
551
$1.33K ﹤0.01%
+219
552
$1.32K ﹤0.01%
+10
553
$1.32K ﹤0.01%
+4
554
$1.32K ﹤0.01%
48
555
$1.32K ﹤0.01%
+4
556
$1.31K ﹤0.01%
+7
557
$1.31K ﹤0.01%
9
+8
558
$1.31K ﹤0.01%
+9
559
$1.31K ﹤0.01%
10
+9
560
$1.3K ﹤0.01%
+7
561
$1.3K ﹤0.01%
44
562
$1.29K ﹤0.01%
+15
563
$1.29K ﹤0.01%
20
-97
564
$1.27K ﹤0.01%
+18
565
$1.27K ﹤0.01%
+3
566
$1.24K ﹤0.01%
+9
567
$1.24K ﹤0.01%
+43
568
$1.24K ﹤0.01%
+154
569
$1.23K ﹤0.01%
+12
570
$1.23K ﹤0.01%
63
+58
571
$1.22K ﹤0.01%
7
-40
572
$1.22K ﹤0.01%
10
+9
573
$1.22K ﹤0.01%
+14
574
$1.2K ﹤0.01%
+44
575
$1.19K ﹤0.01%
+20
21 22
23
24 25