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
576
$1.19K ﹤0.01%
+9
577
$1.19K ﹤0.01%
50
578
$1.18K ﹤0.01%
+31
579
$1.18K ﹤0.01%
+151
580
$1.18K ﹤0.01%
+55
581
$1.18K ﹤0.01%
+12
582
$1.18K ﹤0.01%
28
-874
583
$1.17K ﹤0.01%
+22
584
$1.15K ﹤0.01%
+80
585
$1.15K ﹤0.01%
+17
586
$1.15K ﹤0.01%
+43
587
$1.15K ﹤0.01%
3
-11
588
$1.14K ﹤0.01%
+29
589
$1.14K ﹤0.01%
+5
590
$1.14K ﹤0.01%
10
+9
591
$1.14K ﹤0.01%
58
-3,666
592
$1.13K ﹤0.01%
5
+4
593
$1.12K ﹤0.01%
+30
594
$1.12K ﹤0.01%
+57
595
$1.12K ﹤0.01%
+7
596
$1.1K ﹤0.01%
65
597
$1.1K ﹤0.01%
+6
598
$1.1K ﹤0.01%
+3
599
$1.08K ﹤0.01%
+2
600
$1.08K ﹤0.01%
129
+119
22 23
24
25 26