AFWM

Abich Financial Wealth Management Portfolio holdings

AUM $44.5M
1-Year Est. Return 18.53%
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.5M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$260K
2
+$205K
3
+$171K
4
WRB icon
W.R. Berkley
WRB
+$159K
5
SNA icon
Snap-on
SNA
+$152K

Top Sells

1
+$57M
2
+$7.61M
3
+$6.78M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.98M
5
VUG icon
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
KMB icon
76
Kimberly-Clark
KMB
$33.4B
$64.6K 0.15%
454
-835
ORI icon
77
Old Republic International
ORI
$9.92B
$64K 0.14%
+1,807
SPTI icon
78
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.22B
$63.6K 0.14%
2,190
-6,314
HPQ icon
79
HP
HPQ
$24.2B
$61.5K 0.14%
1,714
-2,792
LYB icon
80
LyondellBasell Industries
LYB
$14.3B
$61K 0.14%
636
-920
DVN icon
81
Devon Energy
DVN
$20.7B
$58.3K 0.13%
1,491
-1,718
TPR icon
82
Tapestry
TPR
$22B
$57.9K 0.13%
1,233
-390
FITB icon
83
Fifth Third Bancorp
FITB
$27.9B
$57.4K 0.13%
1,340
+1,269
BBY icon
84
Best Buy
BBY
$16.7B
$56.9K 0.13%
551
+499
TROW icon
85
T. Rowe Price
TROW
$22.1B
$56.6K 0.13%
520
-678
IJR icon
86
iShares Core S&P Small-Cap ETF
IJR
$84.1B
$56.4K 0.13%
482
+357
ITOT icon
87
iShares Core S&P Total US Stock Market ETF
ITOT
$78.7B
$53.8K 0.12%
428
CTRA icon
88
Coterra Energy
CTRA
$19.7B
$53.3K 0.12%
2,225
-3,580
SPTS icon
89
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.77B
$51.4K 0.12%
1,748
-7,821
AGCO icon
90
AGCO
AGCO
$7.81B
$51.1K 0.11%
522
-41
SCHF icon
91
Schwab International Equity ETF
SCHF
$52.1B
$50.5K 0.11%
2,458
+1,408
LAZ icon
92
Lazard
LAZ
$4.6B
$50.3K 0.11%
+999
NVDA icon
93
NVIDIA
NVDA
$4.84T
$49.3K 0.11%
406
-1,941
CFG icon
94
Citizens Financial Group
CFG
$21.9B
$48.2K 0.11%
1,174
-2,076
SPYV icon
95
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$28.9B
$47.5K 0.11%
899
+187
CAG icon
96
Conagra Brands
CAG
$8.18B
$46.5K 0.1%
+1,431
OGN icon
97
Organon & Co
OGN
$1.69B
$45.1K 0.1%
2,356
+2,315
SPMB icon
98
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.41B
$43.9K 0.1%
1,948
-511
QQQM icon
99
Invesco NASDAQ 100 ETF
QQQM
$65B
$42.6K 0.1%
+212
LAMR icon
100
Lamar Advertising Co
LAMR
$12.1B
$42.4K 0.1%
317
-465
2 3
4
5 6