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
$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 6.02%
2 Financials 3.59%
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
HRB icon
201
H&R Block
HRB
$5.53B
$118K 0.04%
+2,338
ADT icon
202
ADT
ADT
$6.66B
$118K 0.04%
+13,568
NABL icon
203
N-able
NABL
$1.42B
$118K 0.04%
+15,076
FPX icon
204
First Trust US Equity Opportunities ETF
FPX
$1.22B
$117K 0.04%
+703
VRT icon
205
Vertiv
VRT
$61.1B
$117K 0.04%
+774
TNL icon
206
Travel + Leisure Co
TNL
$4.64B
$116K 0.04%
+1,951
SNPS icon
207
Synopsys
SNPS
$88.4B
$115K 0.04%
+234
RLI icon
208
RLI Corp
RLI
$6.03B
$115K 0.04%
+1,769
NOV icon
209
NOV
NOV
$5.72B
$115K 0.04%
+8,647
FHB icon
210
First Hawaiian
FHB
$3.25B
$114K 0.04%
+4,611
SMG icon
211
ScottsMiracle-Gro
SMG
$3.4B
$114K 0.04%
+2,007
XLK icon
212
State Street Technology Select Sector SPDR ETF
XLK
$93.6B
$114K 0.04%
+405
PL icon
213
Planet Labs
PL
$6.02B
$113K 0.04%
+8,680
IONS icon
214
Ionis Pharmaceuticals
IONS
$12.9B
$112K 0.04%
+1,708
SMH icon
215
VanEck Semiconductor ETF
SMH
$36.5B
$110K 0.04%
+338
CIVI icon
216
Civitas Resources
CIVI
$2.31B
$110K 0.04%
+3,395
GEHC icon
217
GE HealthCare
GEHC
$37.8B
$110K 0.04%
+1,464
VST icon
218
Vistra
VST
$55.2B
$110K 0.04%
+560
CNXC icon
219
Concentrix
CNXC
$2.59B
$109K 0.04%
+2,367
HIG icon
220
Hartford Financial Services
HIG
$38.8B
$108K 0.04%
+812
TLN
221
Talen Energy Corp
TLN
$17B
$107K 0.04%
+251
SBUX icon
222
Starbucks
SBUX
$100B
$107K 0.04%
+1,262
RHI icon
223
Robert Half
RHI
$2.83B
$106K 0.04%
+3,131
LEA icon
224
Lear
LEA
$6.16B
$106K 0.04%
+1,057
NRG icon
225
NRG Energy
NRG
$29.9B
$104K 0.04%
+644