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
76
$138K 0.09%
1,870
+418
77
$138K 0.09%
1,198
+171
78
$130K 0.09%
2,258
+455
79
$130K 0.09%
538
+3
80
$129K 0.09%
1,210
+1,165
81
$125K 0.09%
9,506
+1,594
82
$124K 0.08%
1,411
83
$121K 0.08%
6,044
+703
84
$119K 0.08%
+1,324
85
$119K 0.08%
1,293
+256
86
$118K 0.08%
1,000
+953
87
$117K 0.08%
3,250
+334
88
$115K 0.08%
+1,464
89
$113K 0.08%
+750
90
$107K 0.07%
+1,005
91
$105K 0.07%
575
+571
92
$103K 0.07%
2,089
+1,982
93
$101K 0.07%
+1,994
94
$100K 0.07%
7,060
+1,679
95
$100K 0.07%
2,527
+2,507
96
$100K 0.07%
5,565
+935
97
$97.3K 0.07%
382
+10
98
$94.9K 0.06%
2,059
+303
99
$93.5K 0.06%
782
+200
100
$93.3K 0.06%
874
+194
2 3
4
5 6