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
$281M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.02%
2 Financials 3.59%
3 Healthcare 2.17%
4 Consumer Discretionary 2.02%
5 Industrials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IPG
126
DELISTED
Interpublic Group of Companies
IPG
$198K 0.07%
+7,088
QGEN icon
127
Qiagen
QGEN
$9.88B
$197K 0.07%
+4,414
FALN icon
128
iShares Fallen Angels USD Bond ETF
FALN
$1.85B
$196K 0.07%
+7,045
WT icon
129
WisdomTree
WT
$1.75B
$194K 0.07%
+13,976
LSCC icon
130
Lattice Semiconductor
LSCC
$10.3B
$192K 0.07%
+2,625
IONQ icon
131
IonQ
IONQ
$17.2B
$190K 0.07%
+3,088
WBS icon
132
Webster Financial
WBS
$10.4B
$190K 0.07%
+3,194
ACI icon
133
Albertsons Companies
ACI
$9.57B
$184K 0.07%
+10,507
MSTR icon
134
Strategy Inc
MSTR
$47.4B
$180K 0.06%
+560
CSCO icon
135
Cisco
CSCO
$310B
$180K 0.06%
+2,625
NNN icon
136
NNN REIT
NNN
$7.55B
$179K 0.06%
+4,194
CMA icon
137
Comerica
CMA
$11.3B
$177K 0.06%
+2,589
DDS icon
138
Dillards
DDS
$10.4B
$177K 0.06%
+288
IDXX icon
139
Idexx Laboratories
IDXX
$55.9B
$176K 0.06%
+275
INCY icon
140
Incyte
INCY
$20.2B
$176K 0.06%
+2,070
AM icon
141
Antero Midstream
AM
$8.34B
$174K 0.06%
+8,965
NXST icon
142
Nexstar Media Group
NXST
$6.12B
$173K 0.06%
+876
CUBE icon
143
CubeSmart
CUBE
$8.11B
$172K 0.06%
+4,220
JHG icon
144
Janus Henderson
JHG
$7.11B
$169K 0.06%
+3,787
LAZ icon
145
Lazard
LAZ
$4.71B
$167K 0.06%
+3,162
PHYS icon
146
Sprott Physical Gold
PHYS
$15.9B
$164K 0.06%
+5,537
NET icon
147
Cloudflare
NET
$68.5B
$163K 0.06%
+758
IQV icon
148
IQVIA
IQV
$37.6B
$163K 0.06%
+856
APA icon
149
APA Corp
APA
$8.55B
$162K 0.06%
+6,683
LRCX icon
150
Lam Research
LRCX
$216B
$162K 0.06%
+1,208