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
126
$30.3K 0.07%
183
-119
127
$28.9K 0.06%
948
-1,732
128
$27.9K 0.06%
1,799
-1,908
129
$27.9K 0.06%
322
-532
130
$27K 0.06%
+557
131
$26.8K 0.06%
430
-120
132
$26.4K 0.06%
1,968
-7,935
133
$25.9K 0.06%
158
-62
134
$25.7K 0.06%
138
-296
135
$25.5K 0.06%
671
-1,126
136
$25.1K 0.06%
511
+483
137
$25K 0.06%
+531
138
$24.8K 0.06%
818
-4,610
139
$24.7K 0.06%
88
+24
140
$24.6K 0.06%
43
-418
141
$24.3K 0.05%
507
+82
142
$24.2K 0.05%
329
-457
143
$24.2K 0.05%
+721
144
$23.5K 0.05%
529
-1,069
145
$23.5K 0.05%
497
-920
146
$23.1K 0.05%
+925
147
$22.4K 0.05%
129
-79
148
$22.3K 0.05%
1,116
-1,556
149
$22.2K 0.05%
+988
150
$21.9K 0.05%
382
+49
4 5
6
7 8