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
51
$177K 0.12%
4,449
+1,079
52
$177K 0.12%
4,543
+843
53
$175K 0.12%
2,490
+2,475
54
$174K 0.12%
8,229
+7,114
55
$171K 0.12%
594
+163
56
$169K 0.11%
1,637
+311
57
$166K 0.11%
183
-1
58
$165K 0.11%
+939
59
$164K 0.11%
1,049
+993
60
$162K 0.11%
1,069
+1,061
61
$161K 0.11%
5,428
+1,668
62
$160K 0.11%
1,362
+175
63
$158K 0.11%
791
+787
64
$158K 0.11%
4,506
+395
65
$155K 0.11%
5,805
+1,944
66
$155K 0.11%
2,165
+2,077
67
$152K 0.1%
1,007
+217
68
$152K 0.1%
3,209
+612
69
$152K 0.1%
+4,310
70
$150K 0.1%
2,819
+469
71
$149K 0.1%
366
+166
72
$149K 0.1%
1,556
+323
73
$145K 0.1%
+2,398
74
$143K 0.1%
+1,209
75
$139K 0.09%
9,903
+896
1 2
3
4 5