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
751
$203 ﹤0.01%
5
-3
752
$201 ﹤0.01%
1
753
$197 ﹤0.01%
+24
754
$184 ﹤0.01%
2
755
$181 ﹤0.01%
6
756
$179 ﹤0.01%
2
757
$179 ﹤0.01%
15
758
$160 ﹤0.01%
1
-32
759
$155 ﹤0.01%
+24
760
$150 ﹤0.01%
3
761
$150 ﹤0.01%
+418
762
$147 ﹤0.01%
+6
763
$138 ﹤0.01%
4
764
$133 ﹤0.01%
10
765
$132 ﹤0.01%
1
766
$130 ﹤0.01%
1
767
$130 ﹤0.01%
+4
768
$129 ﹤0.01%
+2
769
$126 ﹤0.01%
+3
770
$125 ﹤0.01%
+4
771
$121 ﹤0.01%
+3
772
$118 ﹤0.01%
+7
773
$118 ﹤0.01%
+14
774
$117 ﹤0.01%
10
775
$116 ﹤0.01%
1
29 30
31
32 33