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
SMIG icon
576
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.14B
$2.04K ﹤0.01%
+69
EFV icon
577
iShares MSCI EAFE Value ETF
EFV
$27.4B
$2.04K ﹤0.01%
+30
CWB icon
578
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.59B
$1.99K ﹤0.01%
+22
FNDF icon
579
Schwab Fundamental International Large Company Index ETF
FNDF
$18.8B
$1.93K ﹤0.01%
+45
GLW icon
580
Corning
GLW
$75.7B
$1.9K ﹤0.01%
+23
BHF icon
581
Brighthouse Financial
BHF
$3.72B
$1.86K ﹤0.01%
+35
GEV icon
582
GE Vernova
GEV
$175B
$1.84K ﹤0.01%
+3
SMIN icon
583
iShares MSCI India Small-Cap ETF
SMIN
$764M
$1.79K ﹤0.01%
+25
NEE icon
584
NextEra Energy
NEE
$168B
$1.66K ﹤0.01%
+22
LYV icon
585
Live Nation Entertainment
LYV
$32.4B
$1.63K ﹤0.01%
+10
XYL icon
586
Xylem
XYL
$33.4B
$1.62K ﹤0.01%
+11
ARKW icon
587
ARK Web x.0 ETF
ARKW
$2.22B
$1.62K ﹤0.01%
+9
SCHA icon
588
Schwab U.S Small- Cap ETF
SCHA
$19.5B
$1.62K ﹤0.01%
+58
AZN icon
589
AstraZeneca
AZN
$283B
$1.61K ﹤0.01%
+21
FVD icon
590
First Trust Value Line Dividend Fund
FVD
$8.47B
$1.57K ﹤0.01%
+34
GTX icon
591
Garrett Motion
GTX
$3.38B
$1.55K ﹤0.01%
+114
DRI icon
592
Darden Restaurants
DRI
$21.9B
$1.52K ﹤0.01%
+8
GDDY icon
593
GoDaddy
GDDY
$17.2B
$1.5K ﹤0.01%
+11
VGIT icon
594
Vanguard Intermediate-Term Treasury ETF
VGIT
$35.6B
$1.5K ﹤0.01%
+25
FICO icon
595
Fair Isaac
FICO
$41.3B
$1.5K ﹤0.01%
+1
PNC icon
596
PNC Financial Services
PNC
$82.8B
$1.41K ﹤0.01%
+7
FEX icon
597
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.38B
$1.4K ﹤0.01%
+12
ECL icon
598
Ecolab
ECL
$74.2B
$1.37K ﹤0.01%
+5
NXPI icon
599
NXP Semiconductors
NXPI
$57.1B
$1.37K ﹤0.01%
+6
APD icon
600
Air Products & Chemicals
APD
$54B
$1.36K ﹤0.01%
+5