AFWM

Abich Financial Wealth Management Portfolio holdings

AUM $281M
This Fund
S&P 500
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
+$39.6M
2
+$358K
3
+$262K
4
CVS icon
CVS Health
CVS
+$230K
5
CMCSA icon
Comcast
CMCSA
+$218K

Top Sells

1
+$6.93M
2
+$6.15M
3
+$4.21M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$3.7M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.67M

Sector Composition

1 Technology 2.61%
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
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858
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859
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