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
776
$108 ﹤0.01%
10
777
$97 ﹤0.01%
3
778
$95 ﹤0.01%
4
779
$93 ﹤0.01%
3
780
$87 ﹤0.01%
+1
781
$80 ﹤0.01%
+2
782
$80 ﹤0.01%
+2
783
$78 ﹤0.01%
+3
784
$75 ﹤0.01%
3
785
$72 ﹤0.01%
+3
786
$64 ﹤0.01%
3
787
$62 ﹤0.01%
15
788
$61 ﹤0.01%
37
789
$56 ﹤0.01%
12
790
$52 ﹤0.01%
+2
791
$49 ﹤0.01%
5
792
$47 ﹤0.01%
13
793
$47 ﹤0.01%
70
794
$45 ﹤0.01%
50
795
$40 ﹤0.01%
2
796
$40 ﹤0.01%
+300
797
$36 ﹤0.01%
+16
798
$36 ﹤0.01%
4
799
$31 ﹤0.01%
+2
800
$27 ﹤0.01%
+2
30 31
32
33 34