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
$129M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$5.83M
3
+$4.82M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.22M
5
VTV icon
Vanguard Value ETF
VTV
+$2.57M

Top Sells

1
+$13.1M
2
+$199K
3
+$131K
4
NVDA icon
NVIDIA
NVDA
+$131K
5
PSX icon
Phillips 66
PSX
+$120K

Sector Composition

1 Financials 2.2%
2 Technology 1.86%
3 Energy 1.41%
4 Real Estate 1.15%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$112K 0.09%
1,452
+491
77
$112K 0.09%
3,760
-2,871
78
$110K 0.09%
7,912
+2,383
79
$108K 0.08%
+3,095
80
$108K 0.08%
3,861
+1,212
81
$106K 0.08%
2,916
+879
82
$105K 0.08%
1,279
+357
83
$105K 0.08%
372
+1
84
$103K 0.08%
+1,803
85
$99.3K 0.08%
535
+193
86
$95.8K 0.07%
1,037
-438
87
$95.7K 0.07%
4,630
+1,503
88
$92.5K 0.07%
3,122
+3,095
89
$91.6K 0.07%
3,258
+1,034
90
$91K 0.07%
7,625
+2,083
91
$87.2K 0.07%
870
+279
92
$87K 0.07%
+661
93
$86.3K 0.07%
9,076
+3,116
94
$86.1K 0.07%
2,207
+692
95
$85.7K 0.07%
+1,701
96
$85.1K 0.07%
5,381
+1,727
97
$84.1K 0.07%
200
98
$83.8K 0.06%
1,820
+572
99
$83.7K 0.06%
+1,483
100
$83.1K 0.06%
3,543
-1,051
2 3
4
5 6