AFWM

Abich Financial Wealth Management Portfolio holdings

AUM $281M
This Fund
S&P 500
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 6.23%
2 Financials 3.38%
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
BAH icon
176
Booz Allen Hamilton
BAH
$9.64B
$131K 0.05%
+1,310
NEM icon
177
Newmont
NEM
$104B
$127K 0.05%
+1,510
INTU icon
178
Intuit
INTU
$126B
$127K 0.05%
+186
EPR icon
179
EPR Properties
EPR
$3.86B
$127K 0.05%
+2,187
EA icon
180
Electronic Arts
EA
$50.2B
$127K 0.05%
+628
PANW icon
181
Palo Alto Networks
PANW
$132B
$126K 0.04%
+617
MSM icon
182
MSC Industrial Direct
MSM
$4.78B
$125K 0.04%
+1,361
SNV
183
DELISTED
Synovus
SNV
$125K 0.04%
+2,548
OMF icon
184
OneMain Financial
OMF
$6.03B
$124K 0.04%
+2,201
PGR icon
185
Progressive
PGR
$121B
$124K 0.04%
+502
GLXY
186
Galaxy Digital Inc
GLXY
$3.95B
$124K 0.04%
+3,657
UGI icon
187
UGI
UGI
$7.59B
$123K 0.04%
+3,710
FSLR icon
188
First Solar
FSLR
$20.7B
$123K 0.04%
+557
FAF icon
189
First American
FAF
$5.79B
$122K 0.04%
+1,904
BC icon
190
Brunswick
BC
$4.57B
$122K 0.04%
+1,926
HIW icon
191
Highwoods Properties
HIW
$2.26B
$121K 0.04%
+3,814
ALL icon
192
Allstate
ALL
$53.4B
$121K 0.04%
+562
TRV icon
193
Travelers Companies
TRV
$64.1B
$121K 0.04%
+432
CB icon
194
Chubb
CB
$126B
$120K 0.04%
+425
SPOT icon
195
Spotify
SPOT
$97.7B
$119K 0.04%
+171
OZK icon
196
Bank OZK
OZK
$4.84B
$119K 0.04%
+2,337
LAB icon
197
Standard BioTools
LAB
$384M
$119K 0.04%
+91,448
ROK icon
198
Rockwell Automation
ROK
$39.9B
$119K 0.04%
+340
LSTR icon
199
Landstar System
LSTR
$5.07B
$119K 0.04%
+968
ISRG icon
200
Intuitive Surgical
ISRG
$170B
$119K 0.04%
+265