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
$129M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$5.83M
3
+$4.82M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.22M
5
VTV icon
Vanguard Value ETF
VTV
+$2.57M

Top Sells

1
+$13.1M
2
+$199K
3
+$131K
4
NVDA icon
NVIDIA
NVDA
+$131K
5
PSX icon
Phillips 66
PSX
+$120K

Sector Composition

1 Financials 2.2%
2 Technology 1.86%
3 Energy 1.41%
4 Real Estate 1.15%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$143K 0.11%
184
+34
52
$142K 0.11%
1,768
+635
53
$141K 0.11%
2,940
+2,756
54
$139K 0.11%
1,187
+373
55
$139K 0.11%
+5,487
56
$136K 0.11%
2,350
+765
57
$136K 0.11%
+3,687
58
$135K 0.1%
+535
59
$134K 0.1%
3,446
+1,241
60
$134K 0.1%
+1,917
61
$133K 0.1%
7,239
+7,186
62
$130K 0.1%
2,597
+1,840
63
$129K 0.1%
+1,411
64
$127K 0.1%
1,907
+632
65
$127K 0.1%
983
+371
66
$126K 0.1%
1,233
+401
67
$125K 0.1%
1,027
+333
68
$125K 0.1%
431
+156
69
$125K 0.1%
+9,007
70
$124K 0.1%
4,111
+1,644
71
$121K 0.09%
4,061
+4,032
72
$120K 0.09%
3,224
+915
73
$115K 0.09%
790
+263
74
$115K 0.09%
1,820
+1,806
75
$112K 0.09%
5,341
+1,665
1 2
3
4 5