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
626
$915 ﹤0.01%
+21
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+143
628
$908 ﹤0.01%
+7
629
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630
$901 ﹤0.01%
41
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631
$897 ﹤0.01%
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+26
632
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+11
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5
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635
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$878 ﹤0.01%
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637
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$862 ﹤0.01%
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$859 ﹤0.01%
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645
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41
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646
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647
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31
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648
$823 ﹤0.01%
+15
649
$821 ﹤0.01%
+20
650
$817 ﹤0.01%
+11
24 25
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27 28