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
651
$810 ﹤0.01%
+2
652
$809 ﹤0.01%
+36
653
$807 ﹤0.01%
8
-62
654
$805 ﹤0.01%
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655
$790 ﹤0.01%
+5
656
$787 ﹤0.01%
+47
657
$780 ﹤0.01%
30
658
$775 ﹤0.01%
+6
659
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+4
660
$766 ﹤0.01%
+4
661
$757 ﹤0.01%
+37
662
$756 ﹤0.01%
+6
663
$755 ﹤0.01%
31
+28
664
$753 ﹤0.01%
+4
665
$752 ﹤0.01%
+39
666
$742 ﹤0.01%
+5
667
$736 ﹤0.01%
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668
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669
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670
$733 ﹤0.01%
29
+26
671
$725 ﹤0.01%
+19
672
$714 ﹤0.01%
+3
673
$714 ﹤0.01%
96
674
$713 ﹤0.01%
+79
675
$709 ﹤0.01%
545
25 26
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28 29