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
176
$36.1K 0.03%
+550
177
$33K 0.03%
1,627
+1,608
178
$32K 0.02%
191
+60
179
$31K 0.02%
822
+47
180
$30.5K 0.02%
455
+55
181
$29.7K 0.02%
1,018
+10
182
$28.1K 0.02%
166
+37
183
$27.1K 0.02%
37
+8
184
$26.7K 0.02%
80
+6
185
$24.2K 0.02%
229
-2
186
$23.4K 0.02%
238
187
$22.7K 0.02%
50
+20
188
$22.7K 0.02%
15
189
$21.6K 0.02%
30
190
$21.1K 0.02%
4,350
191
$20.7K 0.02%
+432
192
$19.8K 0.02%
1,115
+147
193
$19.7K 0.02%
109
-79
194
$19.5K 0.02%
391
+256
195
$19.4K 0.02%
147
+28
196
$19.2K 0.01%
535
197
$19K 0.01%
450
198
$18.5K 0.01%
253
199
$16.9K 0.01%
82
+39
200
$16.8K 0.01%
96
+29
6 7
8
9 10