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
101
$82.4K 0.06%
+697
102
$81.8K 0.06%
2,506
+608
103
$79.9K 0.06%
900
+220
104
$79.8K 0.06%
1,756
+494
105
$78.7K 0.06%
150
+13
106
$74.8K 0.06%
461
+47
107
$73K 0.06%
680
-392
108
$72.1K 0.06%
528
+523
109
$72K 0.06%
+3,108
110
$71K 0.05%
3,608
-1,990
111
$69.8K 0.05%
3,724
+833
112
$69.5K 0.05%
582
+575
113
$69.4K 0.05%
1,063
+395
114
$67.8K 0.05%
2,428
-1,623
115
$67.3K 0.05%
750
-245
116
$66.6K 0.05%
530
+81
117
$66.3K 0.05%
2,027
-91
118
$65.9K 0.05%
+1,278
119
$65.4K 0.05%
339
+108
120
$65.2K 0.05%
590
+214
121
$64.9K 0.05%
177
+13
122
$62.8K 0.05%
1,470
+1,457
123
$60.2K 0.05%
3,631
+1,210
124
$59K 0.05%
391
+38
125
$58.8K 0.05%
643
+2
3 4
5
6 7