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
$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
76
$64.6K 0.15%
454
-835
77
$64K 0.14%
+1,807
78
$63.6K 0.14%
2,190
-6,314
79
$61.5K 0.14%
1,714
-2,792
80
$61K 0.14%
636
-920
81
$58.3K 0.13%
1,491
-1,718
82
$57.9K 0.13%
1,233
-390
83
$57.4K 0.13%
1,340
+1,269
84
$56.9K 0.13%
551
+499
85
$56.6K 0.13%
520
-678
86
$56.4K 0.13%
482
+357
87
$53.8K 0.12%
428
88
$53.3K 0.12%
2,225
-3,580
89
$51.4K 0.12%
1,748
-7,821
90
$51.1K 0.11%
522
-41
91
$50.5K 0.11%
2,458
+1,408
92
$50.3K 0.11%
+999
93
$49.3K 0.11%
406
-1,941
94
$48.2K 0.11%
1,174
-2,076
95
$47.5K 0.11%
899
+187
96
$46.5K 0.1%
+1,431
97
$45.1K 0.1%
2,356
+2,315
98
$43.9K 0.1%
1,948
-511
99
$42.6K 0.1%
+212
100
$42.4K 0.1%
317
-465
2 3
4
5 6