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
EMXC icon
601
iShares MSCI Emerging Markets ex China ETF
EMXC
$13B
$1.35K ﹤0.01%
+20
ICE icon
602
Intercontinental Exchange
ICE
$91.7B
$1.35K ﹤0.01%
+8
SKYY icon
603
First Trust Cloud Computing ETF
SKYY
$3.1B
$1.34K ﹤0.01%
+10
TDG icon
604
TransDigm Group
TDG
$71.4B
$1.32K ﹤0.01%
+1
PALC icon
605
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$268M
$1.29K ﹤0.01%
+25
PFF icon
606
iShares Preferred and Income Securities ETF
PFF
$14.3B
$1.29K ﹤0.01%
+41
FISV
607
Fiserv Inc
FISV
$36.4B
$1.29K ﹤0.01%
+10
FTCS icon
608
First Trust Capital Strength ETF
FTCS
$8.17B
$1.22K ﹤0.01%
+13
USFD icon
609
US Foods
USFD
$17B
$1.15K ﹤0.01%
+15
KLAC icon
610
KLA
KLAC
$165B
$1.08K ﹤0.01%
+1
SUB icon
611
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
$1.07K ﹤0.01%
+10
WDAY icon
612
Workday
WDAY
$57.5B
$963 ﹤0.01%
+4
KHC icon
613
Kraft Heinz
KHC
$29B
$883 ﹤0.01%
+34
HEFA icon
614
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.77B
$871 ﹤0.01%
+22
GLDG
615
GoldMining Inc
GLDG
$271M
$861 ﹤0.01%
+700
MBLY icon
616
Mobileye
MBLY
$8.31B
$805 ﹤0.01%
+57
CVE.WS icon
617
Cenovus Energy Inc Warrants
CVE.WS
$34.2M
$803 ﹤0.01%
+65
DOCN icon
618
DigitalOcean
DOCN
$4.27B
$786 ﹤0.01%
+23
CMG icon
619
Chipotle Mexican Grill
CMG
$50B
$784 ﹤0.01%
+20
KD icon
620
Kyndryl
KD
$6.18B
$721 ﹤0.01%
+24
VMBS icon
621
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
$657 ﹤0.01%
+14
SBSW icon
622
Sibanye-Stillwater
SBSW
$10.2B
$562 ﹤0.01%
+50
CM icon
623
Canadian Imperial Bank of Commerce
CM
$86.3B
$559 ﹤0.01%
+7
WIX icon
624
WIX.com
WIX
$5.63B
$533 ﹤0.01%
+3
ARKK icon
625
ARK Innovation ETF
ARKK
$7.71B
$518 ﹤0.01%
+6