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
126
$73.4K 0.05%
+1,525
127
$72.8K 0.05%
869
-1,126
128
$71.5K 0.05%
215
+38
129
$69.4K 0.05%
+1,623
130
$67.1K 0.05%
+1,313
131
$66.8K 0.05%
+689
132
$65.1K 0.04%
1,441
+1,425
133
$65K 0.04%
2,721
+2,696
134
$64.9K 0.04%
606
-3,290
135
$64.7K 0.04%
731
-19
136
$64.2K 0.04%
1,598
+374
137
$62.2K 0.04%
275
138
$61.5K 0.04%
1,417
+296
139
$60.6K 0.04%
1,797
+377
140
$60.2K 0.04%
2,680
+487
141
$59.9K 0.04%
+4,439
142
$59.5K 0.04%
1,227
+264
143
$58.5K 0.04%
3,707
+94
144
$57.2K 0.04%
+2,978
145
$57K 0.04%
+728
146
$56.4K 0.04%
711
+684
147
$56.3K 0.04%
+491
148
$55.6K 0.04%
854
+175
149
$55.1K 0.04%
+563
150
$54.9K 0.04%
+3,727
4 5
6
7 8