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
101
$41.9K 0.09%
1,334
-822
102
$41.7K 0.09%
+853
103
$41.6K 0.09%
668
+641
104
$41.6K 0.09%
1,887
-834
105
$41.4K 0.09%
2,355
-3,210
106
$41K 0.09%
763
+577
107
$40.4K 0.09%
643
-3,038
108
$40.3K 0.09%
166
-810
109
$40.2K 0.09%
399
-6,042
110
$39.4K 0.09%
917
-273
111
$38.9K 0.09%
757
+734
112
$37.7K 0.08%
+560
113
$37.5K 0.08%
436
-275
114
$35.7K 0.08%
729
-1,330
115
$35.3K 0.08%
198
-16
116
$35.1K 0.08%
210
+24
117
$34.9K 0.08%
638
-351
118
$34.8K 0.08%
2,219
-759
119
$34K 0.08%
1,074
-1,531
120
$33.1K 0.07%
246
-470
121
$32.3K 0.07%
1,111
-1,632
122
$32.1K 0.07%
335
-958
123
$31.3K 0.07%
62
-918
124
$30.9K 0.07%
117
-5
125
$30.8K 0.07%
67
-299
3 4
5
6 7