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
151
$54.9K 0.04%
786
+203
152
$54.6K 0.04%
2,628
+644
153
$54.4K 0.04%
+1,943
154
$54K 0.04%
+531
155
$53.9K 0.04%
+1,673
156
$53.2K 0.04%
858
+346
157
$53K 0.04%
2,459
-21,409
158
$52.7K 0.04%
4,316
+1,024
159
$50.8K 0.03%
+428
160
$50.5K 0.03%
455
161
$50.2K 0.03%
+989
162
$50.1K 0.03%
+302
163
$50.1K 0.03%
643
164
$50K 0.03%
+100
165
$49.9K 0.03%
2,672
+721
166
$49.5K 0.03%
+2,152
167
$48.8K 0.03%
+1,190
168
$48.8K 0.03%
+809
169
$47.6K 0.03%
214
+181
170
$45K 0.03%
+127
171
$44.7K 0.03%
620
+461
172
$43K 0.03%
472
173
$42.4K 0.03%
1,193
174
$41.4K 0.03%
1,582
-28
175
$40.9K 0.03%
+816
5 6
7
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