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
176
$13.5K 0.03%
58
-3,291
177
$13.2K 0.03%
268
-35
178
$13.1K 0.03%
707
-30
179
$12.7K 0.03%
51
-487
180
$12.6K 0.03%
207
-2,844
181
$12.3K 0.03%
+120
182
$11.8K 0.03%
1,011
-867
183
$11.7K 0.03%
120
-749
184
$11.5K 0.03%
114
-575
185
$11.5K 0.03%
158
+81
186
$11.3K 0.03%
40
-1,024
187
$11.1K 0.03%
210
+159
188
$11.1K 0.02%
65
-125
189
$11K 0.02%
473
+295
190
$11K 0.02%
58
-1,744
191
$10.7K 0.02%
52
+32
192
$10.7K 0.02%
+207
193
$10.5K 0.02%
130
+87
194
$10.5K 0.02%
111
+82
195
$10.5K 0.02%
62
-523
196
$10.4K 0.02%
80
+50
197
$10.4K 0.02%
40
+32
198
$10.3K 0.02%
5
-15
199
$10.3K 0.02%
63
+26
200
$10.2K 0.02%
781
+523
6 7
8
9 10