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
151
$44.6K 0.03%
472
152
$44.4K 0.03%
+2,359
153
$43.8K 0.03%
1,783
+592
154
$43.6K 0.03%
1,984
+652
155
$43.5K 0.03%
+1,774
156
$43.4K 0.03%
512
+127
157
$43.3K 0.03%
1,879
+625
158
$43.2K 0.03%
+1,799
159
$43.2K 0.03%
1,610
-479
160
$43.1K 0.03%
1,951
+650
161
$42.9K 0.03%
2,219
+1,020
162
$42.8K 0.03%
553
+504
163
$42.7K 0.03%
1,193
164
$42.4K 0.03%
235
+52
165
$41.9K 0.03%
2,068
+366
166
$40.8K 0.03%
+9,166
167
$40.1K 0.03%
363
-157
168
$39.2K 0.03%
1,554
+1,523
169
$38.3K 0.03%
331
+317
170
$38.3K 0.03%
902
+315
171
$38K 0.03%
240
+17
172
$37.5K 0.03%
150
-163
173
$37.1K 0.03%
133
+46
174
$37K 0.03%
1,930
+931
175
$36.4K 0.03%
3,226
+1,137
5 6
7
8 9