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
$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
51
$89.5K 0.2%
3,784
+656
52
$87.5K 0.2%
+1,104
53
$83.9K 0.19%
3,813
-7,865
54
$82.8K 0.19%
480
-311
55
$81.3K 0.18%
+10,267
56
$79.8K 0.18%
305
+176
57
$78.4K 0.18%
745
-1,202
58
$77.4K 0.17%
3,669
+1,517
59
$77.3K 0.17%
+522
60
$76.7K 0.17%
4,484
+4,362
61
$75.3K 0.17%
207
-387
62
$75K 0.17%
760
-877
63
$74.5K 0.17%
615
-747
64
$74K 0.17%
602
-1,094
65
$73.7K 0.17%
1,188
-901
66
$73.4K 0.16%
1,438
-2,924
67
$73.3K 0.16%
2,357
+414
68
$73K 0.16%
1,411
+1,351
69
$72.5K 0.16%
+664
70
$71.4K 0.16%
1,326
-115
71
$70K 0.16%
+9,685
72
$68.4K 0.15%
4,545
+818
73
$66.9K 0.15%
1,501
+124
74
$66.8K 0.15%
489
+470
75
$66.8K 0.15%
1,323
-202
1 2
3
4 5