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
601
$1.08K ﹤0.01%
59
+54
602
$1.08K ﹤0.01%
+25
603
$1.07K ﹤0.01%
+108
604
$1.06K ﹤0.01%
+36
605
$1.06K ﹤0.01%
13
+12
606
$1.06K ﹤0.01%
+15
607
$1.04K ﹤0.01%
23
-1,797
608
$1.04K ﹤0.01%
+39
609
$1.03K ﹤0.01%
+25
610
$1.03K ﹤0.01%
+5
611
$1.02K ﹤0.01%
19
+17
612
$1.02K ﹤0.01%
+13
613
$1.01K ﹤0.01%
+61
614
$1K ﹤0.01%
10
-61
615
$995 ﹤0.01%
+4
616
$990 ﹤0.01%
10
+9
617
$979 ﹤0.01%
114
618
$971 ﹤0.01%
+17
619
$968 ﹤0.01%
+31
620
$965 ﹤0.01%
65
621
$946 ﹤0.01%
+4
622
$936 ﹤0.01%
+10
623
$935 ﹤0.01%
+98
624
$919 ﹤0.01%
+81
625
$917 ﹤0.01%
+7
23 24
25
26 27