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
151
$21.9K 0.05%
+141
152
$21.4K 0.05%
455
-772
153
$21.3K 0.05%
328
-530
154
$20.8K 0.05%
94
+19
155
$20.4K 0.05%
181
156
$20.4K 0.05%
1,706
-2,610
157
$20.3K 0.05%
459
+61
158
$19.9K 0.04%
143
+13
159
$19.4K 0.04%
1,946
-408
160
$19.3K 0.04%
45
-1,533
161
$18.5K 0.04%
259
+97
162
$18.3K 0.04%
1,126
-102
163
$17.4K 0.04%
+115
164
$17.3K 0.04%
157
-717
165
$17K 0.04%
588
+256
166
$17K 0.04%
218
167
$16.5K 0.04%
328
-14
168
$16.3K 0.04%
209
+39
169
$15.8K 0.04%
300
-442
170
$15.6K 0.04%
419
+238
171
$14.9K 0.03%
620
-3,217
172
$14.2K 0.03%
612
+444
173
$14K 0.03%
1,025
-542
174
$13.8K 0.03%
409
-2,191
175
$13.8K 0.03%
147
-584
5 6
7
8 9