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
101
$89.1K 0.06%
3,837
+294
102
$88.5K 0.06%
+3,128
103
$88.3K 0.06%
+1,738
104
$88.1K 0.06%
716
+188
105
$84.7K 0.06%
2,600
+573
106
$84.4K 0.06%
+807
107
$84K 0.06%
2,305
+2,210
108
$84K 0.06%
+788
109
$83.9K 0.06%
434
+199
110
$82.7K 0.06%
502
+41
111
$82.5K 0.06%
585
+55
112
$81.3K 0.06%
149
-1
113
$80.9K 0.06%
444
+53
114
$79.3K 0.05%
718
+128
115
$79.1K 0.05%
697
116
$77.8K 0.05%
2,156
+1,334
117
$77.2K 0.05%
+350
118
$76.5K 0.05%
+1,840
119
$76.4K 0.05%
+2,594
120
$75.9K 0.05%
+1,036
121
$75.8K 0.05%
2,605
+99
122
$74.7K 0.05%
2,743
+315
123
$74K 0.05%
+4,209
124
$73.7K 0.05%
1,353
-1,740
125
$73.4K 0.05%
1,377
+1,368
3 4
5
6 7