AFWM
Abich Financial Wealth Management Portfolio holdings
AUM
$281M
1 Year Est. Return
–
AUM
$281M
AUM Growth
–
Holding
655
Top Buys
| 1 | +$48.1M | |
| 2 | +$33.3M | |
| 3 | +$22.4M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$20.5M |
| 5 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$18M |
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 | |
|---|---|---|---|---|---|---|
651
Editas Medicine
EDIT
$229M
| $42 | ﹤0.01% |
+12
|
|
||
|
CGC
652
Canopy Growth
CGC
$578M
| $35 | ﹤0.01% |
+24
|
|
||
|
ONL
653
Orion Office REIT
ONL
$118M
| $35 | ﹤0.01% |
+13
|
|
||
654
Tandem Diabetes Care
TNDM
$1.48B
| $24 | ﹤0.01% |
+2
|
|
||
655
Guardforce AI
GFAI
$16.7M
| $2 | ﹤0.01% |
+2
|
|