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
176
$40.4K 0.03%
326
+179
177
$40.3K 0.03%
3,214
-10,843
178
$39.3K 0.03%
150
+17
179
$38K 0.03%
600
-1,317
180
$37.8K 0.03%
190
+24
181
$37.5K 0.03%
550
182
$36.7K 0.02%
742
+713
183
$36.2K 0.02%
208
+108
184
$35.7K 0.02%
220
+111
185
$34.7K 0.02%
712
-433
186
$34.3K 0.02%
1,801
-1,807
187
$34.1K 0.02%
186
+184
188
$34K 0.02%
+340
189
$33.8K 0.02%
+567
190
$32.9K 0.02%
20
+5
191
$32.8K 0.02%
455
192
$32.7K 0.02%
+168
193
$32.4K 0.02%
+1,013
194
$32.2K 0.02%
550
-3,050
195
$31.7K 0.02%
+484
196
$31.5K 0.02%
+600
197
$31K 0.02%
+790
198
$29.5K 0.02%
122
-28
199
$29.3K 0.02%
533
+425
200
$29.1K 0.02%
1,018
6 7
8
9 10