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
TTEK icon
151
Tetra Tech
TTEK
$8.99B
$159K 0.06%
+4,777
M icon
152
Macy's
M
$6.34B
$157K 0.06%
+8,776
ZION icon
153
Zions Bancorporation
ZION
$8.85B
$157K 0.06%
+2,781
AMBA icon
154
Ambarella
AMBA
$3.12B
$157K 0.06%
+1,905
CGNX icon
155
Cognex
CGNX
$6.17B
$155K 0.06%
+3,425
TIGO icon
156
Millicom
TIGO
$8.98B
$154K 0.05%
+3,167
CDNS icon
157
Cadence Design Systems
CDNS
$85.7B
$149K 0.05%
+425
DDOG icon
158
Datadog
DDOG
$49.2B
$149K 0.05%
+1,048
TXN icon
159
Texas Instruments
TXN
$160B
$148K 0.05%
+808
TMC icon
160
TMC The Metals Company
TMC
$3.26B
$147K 0.05%
+23,000
AMKR icon
161
Amkor Technology
AMKR
$9.98B
$146K 0.05%
+5,151
WBD icon
162
Warner Bros
WBD
$68.8B
$145K 0.05%
+7,432
FTNT icon
163
Fortinet
FTNT
$59.7B
$144K 0.05%
+1,715
CEG icon
164
Constellation Energy
CEG
$111B
$143K 0.05%
+436
LNC icon
165
Lincoln National
LNC
$8.78B
$142K 0.05%
+3,529
GAP
166
The Gap Inc
GAP
$10.4B
$140K 0.05%
+6,556
FORM icon
167
FormFactor
FORM
$4.42B
$140K 0.05%
+3,833
SQM icon
168
Sociedad Química y Minera de Chile
SQM
$19.6B
$139K 0.05%
+3,243
MCK icon
169
McKesson
MCK
$101B
$138K 0.05%
+179
RBRK icon
170
Rubrik
RBRK
$15.6B
$138K 0.05%
+1,680
ITRI icon
171
Itron
ITRI
$4.32B
$138K 0.05%
+1,104
PSTG icon
172
Pure Storage
PSTG
$22.8B
$136K 0.05%
+1,624
IJK icon
173
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.24B
$135K 0.05%
+1,411
LLY icon
174
Eli Lilly
LLY
$959B
$134K 0.05%
+175
WU icon
175
Western Union
WU
$3.04B
$133K 0.05%
+16,683