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
201
$26K 0.02%
238
202
$25.5K 0.02%
129
+81
203
$24.5K 0.02%
+64
204
$24.4K 0.02%
1,228
+885
205
$24.1K 0.02%
+600
206
$24K 0.02%
28
-9
207
$23.9K 0.02%
+320
208
$23.3K 0.02%
2,354
+1,480
209
$22.6K 0.02%
79
-1
210
$22.3K 0.02%
110
+84
211
$22.2K 0.02%
+2,968
212
$22K 0.02%
140
+70
213
$21K 0.01%
89
+7
214
$20.3K 0.01%
253
215
$20.2K 0.01%
+770
216
$20.2K 0.01%
1,567
+929
217
$20.2K 0.01%
1,050
-7,824
218
$19.9K 0.01%
+244
219
$19.4K 0.01%
30
220
$19.4K 0.01%
+181
221
$19.3K 0.01%
272
222
$19.3K 0.01%
574
+538
223
$19.1K 0.01%
192
-37
224
$18.8K 0.01%
536
+1
225
$18.7K 0.01%
114
+18
7 8
9
10 11