AFWM

Abich Financial Wealth Management Portfolio holdings

AUM $44.5M
1-Year Est. Return 18.53%
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.5M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$260K
2
+$205K
3
+$171K
4
WRB icon
W.R. Berkley
WRB
+$159K
5
SNA icon
Snap-on
SNA
+$152K

Top Sells

1
+$57M
2
+$7.61M
3
+$6.78M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.98M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.56M

Sector Composition

1 Financials 4.5%
2 Technology 3.38%
3 Energy 3.13%
4 Industrials 3.06%
5 Consumer Discretionary 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SIRI icon
51
SiriusXM
SIRI
$7.35B
$89.5K 0.2%
3,784
+656
VOYA icon
52
Voya Financial
VOYA
$7.1B
$87.5K 0.2%
+1,104
T icon
53
AT&T
T
$173B
$83.9K 0.19%
3,813
-7,865
FANG icon
54
Diamondback Energy
FANG
$40B
$82.8K 0.19%
480
-311
PLTK icon
55
Playtika
PLTK
$1.37B
$81.3K 0.18%
+10,267
TSLA icon
56
Tesla
TSLA
$1.48T
$79.8K 0.18%
305
+176
COP icon
57
ConocoPhillips
COP
$110B
$78.4K 0.18%
745
-1,202
KSS icon
58
Kohl's
KSS
$1.81B
$77.4K 0.17%
3,669
+1,517
THG icon
59
Hanover Insurance
THG
$6.23B
$77.3K 0.17%
+522
KLG
60
DELISTED
WK Kellogg Co
KLG
$76.7K 0.17%
4,484
+4,362
PSA icon
61
Public Storage
PSA
$48.4B
$75.3K 0.17%
207
-387
PCAR icon
62
PACCAR
PCAR
$50.9B
$75K 0.17%
760
-877
PRU icon
63
Prudential Financial
PRU
$36.8B
$74.5K 0.17%
615
-747
EOG icon
64
EOG Resources
EOG
$57.5B
$74K 0.17%
602
-1,094
FNF icon
65
Fidelity National Financial
FNF
$15.2B
$73.7K 0.17%
1,188
-901
MO icon
66
Altria Group
MO
$96.2B
$73.4K 0.16%
1,438
-2,924
REYN icon
67
Reynolds Consumer Products
REYN
$5.17B
$73.3K 0.16%
2,357
+414
BMY icon
68
Bristol-Myers Squibb
BMY
$92.8B
$73K 0.16%
1,411
+1,351
LEA icon
69
Lear
LEA
$5.53B
$72.5K 0.16%
+664
CUBE icon
70
CubeSmart
CUBE
$8.53B
$71.4K 0.16%
1,326
-115
ADT icon
71
ADT
ADT
$6.63B
$70K 0.16%
+9,685
AM icon
72
Antero Midstream
AM
$8.19B
$68.4K 0.15%
4,545
+818
DINO icon
73
HF Sinclair
DINO
$9.83B
$66.9K 0.15%
1,501
+124
MMM icon
74
3M
MMM
$85.3B
$66.8K 0.15%
489
+470
GBTC icon
75
Grayscale Bitcoin Trust
GBTC
$40.3B
$66.8K 0.15%
1,323
-202
1 2
3
4 5