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
726
$386 ﹤0.01%
+5
727
$386 ﹤0.01%
+1
728
$374 ﹤0.01%
10
729
$366 ﹤0.01%
+2
730
$363 ﹤0.01%
+5
731
$358 ﹤0.01%
+4
732
$358 ﹤0.01%
18
733
$358 ﹤0.01%
+4
734
$346 ﹤0.01%
75
735
$333 ﹤0.01%
+4
736
$333 ﹤0.01%
7
737
$324 ﹤0.01%
6
738
$319 ﹤0.01%
+16
739
$312 ﹤0.01%
1
-2
740
$296 ﹤0.01%
+5
741
$294 ﹤0.01%
+165
742
$286 ﹤0.01%
+40
743
$286 ﹤0.01%
+1
744
$274 ﹤0.01%
2
745
$231 ﹤0.01%
3
746
$229 ﹤0.01%
+14
747
$220 ﹤0.01%
2
748
$218 ﹤0.01%
50
749
$205 ﹤0.01%
+9
750
$204 ﹤0.01%
4
-894
28 29
30
31 32