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
201
$16.8K 0.01%
350
202
$16.6K 0.01%
48
+26
203
$16.6K 0.01%
272
204
$16.1K 0.01%
340
205
$15.7K 0.01%
120
206
$15.7K 0.01%
784
207
$14.8K 0.01%
334
+168
208
$14.1K 0.01%
437
-59
209
$13.6K 0.01%
100
+32
210
$13.6K 0.01%
142
+23
211
$12.8K 0.01%
22
+3
212
$11.6K 0.01%
265
213
$11.5K 0.01%
159
214
$10.4K 0.01%
85
-31
215
$10.3K 0.01%
51
+10
216
$10.2K 0.01%
60
217
$10.1K 0.01%
21
218
$9.9K 0.01%
117
+92
219
$9.56K 0.01%
56
+11
220
$9.54K 0.01%
+58
221
$9.28K 0.01%
+70
222
$9.11K 0.01%
81
+17
223
$8.86K 0.01%
50
224
$8.79K 0.01%
57
225
$8.78K 0.01%
21
+3