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
126
$57.4K 0.04%
1,145
+697
127
$57.3K 0.04%
275
128
$55.9K 0.04%
1,453
+482
129
$55.6K 0.04%
3,613
+1,274
130
$54.1K 0.04%
2,305
+775
131
$53K 0.04%
+1,953
132
$51.2K 0.04%
525
+22
133
$51K 0.04%
455
134
$50.6K 0.04%
679
+673
135
$50.4K 0.04%
1,577
+525
136
$49.7K 0.04%
1,190
-712
137
$49.5K 0.04%
752
+746
138
$49.4K 0.04%
898
+300
139
$49.2K 0.04%
963
+304
140
$49K 0.04%
1,224
+371
141
$48.7K 0.04%
798
+288
142
$48.7K 0.04%
1,121
+372
143
$48.6K 0.04%
1,855
+580
144
$48.3K 0.04%
126
+51
145
$46.7K 0.04%
1,420
+419
146
$46K 0.04%
940
+931
147
$46K 0.04%
3,292
+1,233
148
$45.3K 0.04%
583
+224
149
$45K 0.03%
2,193
+781
150
$45K 0.03%
4,031
+1,461
4 5
6
7 8