AFWM
Abich Financial Wealth Management Portfolio holdings
AUM
$44.5M
1-Year Est. Return
18.53%
1 Year Est. Return
+18.53%
AUM
$44.5M
AUM Growth
-$103M
(-70%)
Holding
866
Top Buys
| 1 | +$260K | |
| 2 | +$205K | |
| 3 | +$171K | |
| 4 |
W.R. Berkley
WRB
|
+$159K |
| 5 |
Snap-on
SNA
|
+$152K |
Top Sells
| 1 | +$57M | |
| 2 | +$7.61M | |
| 3 | +$6.78M | |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
+$5.98M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
851
AutoZone
AZO
$59.5B
| – | – |
-1
|
|
||
852
Boeing
BA
$155B
| – | – |
-1,059
|
|
||
853
Bank of America
BAC
$393B
| – | – |
-176
|
|
||
854
Beam Global
BEEM
$43.4M
| – | – |
-75
|
|
||
855
Brown & Brown
BRO
$26.6B
| – | – |
-4
|
|
||
856
AB InBev
BUD
$119B
| – | – |
-25
|
|
||
857
FT Vest Fund of Buffer ETFs
BUFR
$7.62B
| – | – |
-73
|
|
||
858
Crown Castle
CCI
$39B
| – | – |
-99
|
|
||
859
Century Communities
CCS
$1.72B
| – | – |
-7
|
|
||
860
Cadence Design Systems
CDNS
$91.3B
| – | – |
-8
|
|
||
861
Century Aluminum
CENX
$2.87B
| – | – |
-47
|
|
||
862
City Holding Co
CHCO
$1.72B
| – | – |
-12
|
|
||
863
ChargePoint
CHPT
$244M
| – | – |
-6
|
|
||
864
Charter Communications
CHTR
$28.8B
| – | – |
-5
|
|
||
865
BlackRock Enhanced Captial and Income Fund
CII
$996M
| – | – |
-300
|
|
||
866
Cleveland-Cliffs
CLF
$6.76B
| – | – |
-135
|
|